UBS Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

UBS Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.06B	Sell	19,285,268 -295,728	-2%	-$33.6M	0.31%	49
2025 Q4	$2.32B	Sell	19,580,996 -3,979,944	-17%	-$471M	0.38%	29
2025 Q3	$2.76B	Sell	23,560,940 -512,936	-2%	-$57.1M	0.43%	23
2025 Q2	$2.56B	Sell	24,073,876 -1,177,316	-5%	-$113M	0.44%	24
2025 Q1	$2.28B	Buy	25,251,192 +465,036	+2%	+$45.9M	0.42%	25
2024 Q4	$2.49B	Sell	24,786,156 -308,668	-1%	-$30.4M	0.46%	20
2024 Q3	$2.36B	Buy	25,094,824 +177,992	+0.7%	+$16.1M	0.51%	22
2024 Q2	$2.27B	Buy	24,916,832 +102,432	+0.4%	+$8.75M	0.56%	19
2024 Q1	$2.09B	Buy	24,814,400 +404,740	+2%	+$32.6M	0.52%	21
2023 Q4	$1.85B	Buy	24,409,660 +414,608	+2%	+$29.3M	0.55%	22
2023 Q3	$1.6B	Buy	23,995,052 +257,348	+1%	+$17.8M	0.55%	22
2023 Q2	$1.63B	Buy	23,737,704 +487,948	+2%	+$31M	0.55%	24
2023 Q1	$1.42B	Buy	23,249,756 +73,660	+0.3%	+$4.24M	0.52%	25
2022 Q4	$1.24B	Sell	23,176,096 -1,075,820	-4%	-$59.2M	0.46%	29
2022 Q3	$1.28B	Buy	24,251,916 +794,940	+3%	+$46.7M	0.56%	21
2022 Q2	$1.28B	Buy	23,456,976 +128,400	+0.6%	+$7.71M	0.53%	22
2022 Q1	$1.62B	Buy	23,328,576 +231,588	+1%	+$15.8M	0.54%	23
2021 Q4	$1.76B	Sell	23,096,988 -344,324	-1%	-$25.5M	0.51%	25
2021 Q3	$1.61B	Sell	23,441,312 -43,144	-0.2%	-$3.05M	0.51%	23
2021 Q2	$1.59B	Buy	23,484,456 +191,904	+0.8%	+$12.4M	0.51%	22
2021 Q1	$1.42B	Sell	23,292,552 -879,516	-4%	-$53.5M	0.47%	26
2020 Q4	$1.46B	Sell	24,172,068 -536,208	-2%	-$30.5M	0.49%	28
2020 Q3	$1.34B	Sell	24,708,276 -1,601,944	-6%	-$84.4M	0.51%	33
2020 Q2	$1.26B	Buy	26,310,220 +1,699,180	+7%	+$74.9M	0.53%	33
2020 Q1	$927M	Sell	24,611,040 -1,165,168	-5%	-$50.2M	0.44%	48
2019 Q4	$1.13B	Sell	25,776,208 -107,104	-0.4%	-$4.47M	0.39%	51
2019 Q3	$1.03B	Sell	25,883,312 -162,264	-0.6%	-$6.51M	0.4%	48
2019 Q2	$1.02B	Sell	26,045,576 -90,780	-0.3%	-$3.51M	0.39%	52
2019 Q1	$989M	Sell	26,136,356 -1,494,240	-5%	-$53.7M	0.41%	49
2018 Q4	$904M	Buy	27,630,596 +2,026,908	+8%	+$71.5M	0.41%	44
2018 Q3	$998M	Sell	25,603,688 -85,624	-0.3%	-$3.24M	0.4%	46
2018 Q2	$924M	Buy	25,689,312 +434,584	+2%	+$15.3M	0.4%	44
2018 Q1	$859M	Sell	25,254,728 -1,041,796	-4%	-$36.5M	0.37%	49
2017 Q4	$885M	Buy	26,296,524 +502,776	+2%	+$16.5M	0.36%	49
2017 Q3	$806M	Sell	25,793,748 -680,212	-3%	-$20.8M	0.37%	46
2017 Q2	$788M	Buy	26,473,960 +154,524	+0.6%	+$4.54M	0.41%	46
2017 Q1	$749M	Buy	26,319,436 +21,488	+0.1%	+$596K	0.41%	42
2016 Q4	$690M	Buy	26,297,948 +1,501,612	+6%	+$39M	0.38%	42
2016 Q3	$646M	Buy	24,796,336 +1,150,420	+5%	+$29.9M	0.39%	42
2016 Q2	$593M	Buy	23,645,916 +1,055,816	+5%	+$26.4M	0.37%	40
2016 Q1	$564M	Sell	22,590,100 -1,266,968	-5%	-$29.9M	0.38%	43
2015 Q4	$593M	Buy	23,857,068 +1,945,324	+9%	+$48.5M	0.39%	37
2015 Q3	$509M	Sell	21,911,744 -153,788	-0.7%	-$3.78M	0.36%	42
2015 Q2	$546M	Buy	22,065,532 +230,652	+1%	+$5.8M	0.36%	41
2015 Q1	$540M	Sell	21,834,880 -356,876	-2%	-$8.72M	0.37%	38
2014 Q4	$530M	Buy	+22,191,756	New	+$519M	0.37%	44

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's IWF Position: Q1 2026 in Review

UBS Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q1 2026, selling an estimated $33.6M and leaving 19,285,268 shares worth $2.06B. The position accounts for 0.31% of the portfolio, ranked #49.

UBS Group first reported a position in IWF in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.76B in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

UBS Group held 19,285,268 shares of iShares Russell 1000 Growth ETF worth $2.06B as of Q1 2026.
UBS Group sold 295,728 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $33.6M.
iShares Russell 1000 Growth ETF made up 0.31% of UBS Group's portfolio in Q1 2026, its #49 holding.
UBS Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's iShares Russell 1000 Growth ETF position peaked at $2.76B in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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