UBS Group’s iShares Virtual Work and Life Multisector ETF IWFH Stock Holding History

UBS Group’s Portfolio IWFH Stock Details IWFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-58	Closed	-$901	–	10312
2024 Q1	$901	Sell	58 -3,040	-98%	-$46.1K	﹤0.01%	8313
2023 Q4	$48.1K	Buy	3,098 +3,031	+4,524%	+$43.9K	﹤0.01%	6555
2023 Q3	$922	Buy	+67	New	+$1K	﹤0.01%	8222
2023 Q1	–	Sell	-519	Closed	-$6.99K	–	10741
2022 Q4	$6.99K	Buy	519 +204	+65%	+$2.64K	﹤0.01%	8956
2022 Q3	$4K	Buy	315 +129	+69%	+$1.84K	﹤0.01%	9432
2022 Q2	$3K	Sell	186 -240	-56%	-$3.71K	﹤0.01%	9397
2022 Q1	$8K	Buy	426 +51	+14%	+$970	﹤0.01%	8723
2021 Q4	$8K	Sell	375 -515	-58%	-$12.9K	﹤0.01%	9074
2021 Q3	$23K	Sell	890 -226	-20%	-$6.31K	﹤0.01%	7029
2021 Q2	$33K	Buy	1,116 +300	+37%	+$8.58K	﹤0.01%	6838
2021 Q1	$23K	Buy	816 +684	+518%	+$21.3K	﹤0.01%	7252
2020 Q4	$4K	Buy	+132	New	+$3.63K	﹤0.01%	7941

Other funds holding IWFH

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

UBS Group's IWFH Position: Q2 2024 in Review

UBS Group sold out of iShares Virtual Work and Life Multisector ETF (IWFH) in Q2 2024, closing a stake of 58 shares — an estimated $901 sold.

UBS Group first reported a position in IWFH in Q4 2020 and held it in 12 quarters. The position peaked at $48.1K in Q4 2023. 4 funds tracked by Wall St. Rank hold IWFH as of Q2 2024.

UBS Group reported no remaining iShares Virtual Work and Life Multisector ETF position as of Q2 2024 after selling out during the quarter.
UBS Group sold 58 iShares Virtual Work and Life Multisector ETF shares in Q2 2024, an estimated $901.
UBS Group first reported a position in iShares Virtual Work and Life Multisector ETF in Q4 2020 and held it in 12 quarters.
UBS Group's iShares Virtual Work and Life Multisector ETF position peaked at $48.1K in Q4 2023.
4 funds tracked by Wall St. Rank held iShares Virtual Work and Life Multisector ETF as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.