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	–	Sell	-800	Closed	-$94.7K	–	10833
2025 Q4	$94.7K	Sell	800 -400	-33%	-$47.4K	﹤0.01%	6939
2025 Q3	$141K	Buy	1,200 +400	+50%	+$44.5K	﹤0.01%	6891
2025 Q2	$84.9K	Hold	800	–	–	﹤0.01%	7370
2025 Q1	$72.2K	Buy	+800	New	+$78.9K	﹤0.01%	7302
2023 Q3	–	Sell	-800	Closed	-$55K	–	9710
2023 Q2	$55K	Hold	800	–	–	﹤0.01%	6414
2023 Q1	$48.9K	Buy	+800	New	+$46.1K	﹤0.01%	6474
2019 Q4	–	Sell	-3,600	Closed	-$144K	–	8264
2019 Q3	$144K	Buy	+3,600	New	+$144K	﹤0.01%	5516
2016 Q3	–	Sell	-26,400	Closed	-$662K	–	7799
2016 Q2	$662K	Buy	26,400 +21,200	+408%	+$529K	﹤0.01%	3693
2016 Q1	$130K	Buy	+5,200	New	+$123K	﹤0.01%	4787

Other funds holding IWF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

UBS Group's IWF Position: Q3 2026 in Review

UBS Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.67% in Q3 2026, selling an estimated $15.4M and leaving 18,604,128 shares worth $2.33B. The position accounts for 0.3% of the portfolio, ranked #45.

UBS Group first reported a position in IWF in Q4 2014 and has held it in 48 quarters since. The position peaked at $2.76B in Q3 2025. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

UBS Group held 18,604,128 shares of iShares Russell 1000 Growth ETF worth $2.33B as of Q3 2026.
UBS Group sold 125,521 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $15.4M.
iShares Russell 1000 Growth ETF made up 0.3% of UBS Group's portfolio in Q3 2026, its #45 holding.
UBS Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 48 quarters since.
UBS Group's iShares Russell 1000 Growth ETF position peaked at $2.76B in Q3 2025.
2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.