UBS Group
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UBS Group’s iShares Russell 1000 ETF IWB Stock Holding History

UBS Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$406M Buy
1,138,383
+228,752
+25% +$85.2M 0.06% 321
2025
Q4 		$340M Sell
909,631
-35,580
-4% -$13.2M 0.06% 341
2025
Q3 		$345M Sell
945,211
-50,661
-5% -$17.8M 0.05% 339
2025
Q2 		$338M Buy
995,872
+20,504
+2% +$6.44M 0.06% 327
2025
Q1 		$299M Buy
975,368
+10,037
+1% +$3.25M 0.06% 352
2024
Q4 		$311M Buy
965,331
+41,668
+5% +$13.5M 0.06% 316
2024
Q3 		$290M Buy
923,663
+14,658
+2% +$4.44M 0.06% 288
2024
Q2 		$270M Sell
909,005
-395,190
-30% -$113M 0.07% 275
2024
Q1 		$376M Buy
1,304,195
+352,948
+37% +$96.7M 0.09% 210
2023
Q4 		$249M Sell
951,247
-117,302
-11% -$28.7M 0.07% 271
2023
Q3 		$251M Buy
1,068,549
+102,850
+11% +$25.2M 0.09% 235
2023
Q2 		$235M Buy
965,699
+29,692
+3% +$6.84M 0.08% 255
2023
Q1 		$211M Buy
936,007
+10,529
+1% +$2.32M 0.08% 241
2022
Q4 		$195M Sell
925,478
-65,181
-7% -$13.8M 0.07% 283
2022
Q3 		$195M Buy
990,659
+11,847
+1% +$2.6M 0.09% 243
2022
Q2 		$203M Sell
978,812
-12,810
-1% -$2.9M 0.08% 257
2022
Q1 		$248M Sell
991,622
-94,010
-9% -$23.2M 0.08% 247
2021
Q4 		$287M Sell
1,085,632
-1,630
-0.1% -$420K 0.08% 245
2021
Q3 		$263M Buy
1,087,262
+46,474
+4% +$11.6M 0.08% 239
2021
Q2 		$252M Buy
1,040,788
+19,308
+2% +$4.55M 0.08% 248
2021
Q1 		$229M Buy
1,021,480
+49,660
+5% +$10.9M 0.08% 262
2020
Q4 		$206M Buy
971,820
+40,783
+4% +$8.14M 0.07% 273
2020
Q3 		$174M Sell
931,037
-144,669
-13% -$26.7M 0.07% 269
2020
Q2 		$185M Sell
1,075,706
-76,431
-7% -$12.4M 0.08% 250
2020
Q1 		$163M Sell
1,152,137
-70,275
-6% -$11.9M 0.08% 243
2019
Q4 		$218M Sell
1,222,412
-45,559
-4% -$7.77M 0.08% 250
2019
Q3 		$209M Sell
1,267,971
-6,487
-0.5% -$1.06M 0.08% 236
2019
Q2 		$207M Buy
1,274,458
+64,796
+5% +$10.4M 0.08% 235
2019
Q1 		$190M Sell
1,209,662
-54,019
-4% -$8.17M 0.08% 230
2018
Q4 		$175M Buy
1,263,681
+306,530
+32% +$45.9M 0.08% 238
2018
Q3 		$155M Buy
957,151
+12,914
+1% +$2.05M 0.06% 282
2018
Q2 		$144M Buy
944,237
+77,505
+9% +$11.7M 0.06% 296
2018
Q1 		$127M Sell
866,732
-338
-0% -$51.4K 0.06% 318
2017
Q4 		$129M Buy
867,070
+4,063
+0.5% +$588K 0.05% 343
2017
Q3 		$121M Sell
863,007
-5,898
-0.7% -$809K 0.06% 330
2017
Q2 		$118M Buy
868,905
+114,897
+15% +$15.3M 0.06% 325
2017
Q1 		$99M Buy
754,008
+7,371
+1% +$955K 0.05% 345
2016
Q4 		$92.9M Buy
746,637
+33,001
+5% +$4.01M 0.05% 353
2016
Q3 		$86M Buy
713,636
+29,862
+4% +$3.59M 0.05% 358
2016
Q2 		$79.9M Sell
683,774
-71,955
-10% -$8.3M 0.05% 361
2016
Q1 		$86.2M Buy
755,729
+49,877
+7% +$5.39M 0.06% 311
2015
Q4 		$80M Buy
705,852
+214,756
+44% +$24.6M 0.05% 367
2015
Q3 		$52.6M Buy
491,096
+8,182
+2% +$929K 0.04% 454
2015
Q2 		$56M Sell
482,914
-44,419
-8% -$5.24M 0.04% 480
2015
Q1 		$61.1M Buy
527,333
+77,768
+17% +$8.98M 0.04% 437
2014
Q4 		$51.5M Buy
+449,565
New +$50.4M 0.04% 524

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group's IWB Position: Q1 2026 in Review

UBS Group increased its iShares Russell 1000 ETF (IWB) stake by 25% in Q1 2026, buying an estimated $85.2M and bringing the position to 1,138,383 shares worth $406M. The position accounts for 0.06% of the portfolio, ranked #321.

UBS Group first reported a position in IWB in Q4 2014 and has held it in 46 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • UBS Group held 1,138,383 shares of iShares Russell 1000 ETF worth $406M as of Q1 2026.
  • UBS Group bought 228,752 iShares Russell 1000 ETF shares in Q1 2026, an estimated $85.2M.
  • iShares Russell 1000 ETF made up 0.06% of UBS Group's portfolio in Q1 2026, its #321 holding.
  • UBS Group first reported a position in iShares Russell 1000 ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.