UBS Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

UBS Group’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-300,000	Closed	-$64.1M	–	10738
2026 Q1	$64.1M	Hold	300,000	–	–	0.01%	1394
2025 Q4	$63.1M	Buy	300,000 +100,000	+50%	+$20.7M	0.01%	1398
2025 Q3	$40.7M	Sell	200,000 -250,000	-56%	-$49.7M	0.01%	1833
2025 Q2	$87.4M	Buy	450,000 +150,000	+50%	+$27.8M	0.02%	1063
2025 Q1	$56.4M	Sell	300,000 -600,000	-67%	-$114M	0.01%	1371
2024 Q4	$167M	Buy	900,000 +500,000	+125%	+$95.9M	0.03%	600
2024 Q3	$75.9M	Buy	+400,000	New	+$72.9M	0.02%	889
2023 Q1	–	Sell	-400	Closed	-$60.7K	–	9965
2022 Q4	$60.7K	Buy	400 +300	+300%	+$44.9K	﹤0.01%	6582
2022 Q3	$14K	Buy	+100	New	+$15K	﹤0.01%	7911
2020 Q4	–	Sell	-76,200	Closed	-$9M	–	8559
2020 Q3	$9M	Buy	+76,200	New	+$9.04M	﹤0.01%	1718

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group's IWD Position: Q2 2026 in Review

UBS Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.8% in Q2 2026, selling an estimated $59M and leaving 6,325,816 shares worth $1.53B. The position accounts for 0.2% of the portfolio, ranked #97.

UBS Group first reported a position in IWD in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.56B in Q3 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

UBS Group held 6,325,816 shares of iShares Russell 1000 Value ETF worth $1.53B as of Q2 2026.
UBS Group sold 253,218 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $59M.
iShares Russell 1000 Value ETF made up 0.2% of UBS Group's portfolio in Q2 2026, its #97 holding.
UBS Group first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's iShares Russell 1000 Value ETF position peaked at $1.56B in Q3 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.