UBS Group’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Buy |
70,734
+2,334
| +3% | +$393K | ﹤0.01% | 3197 |
|
|
2025
Q4 | $11.7M | Sell |
68,400
-4,888
| -7% | -$826K | ﹤0.01% | 3136 |
|
|
2025
Q3 | $12.2M | Buy |
73,288
+18,701
| +34% | +$2.98M | ﹤0.01% | 3083 |
|
|
2025
Q2 | $8.36M | Sell |
54,587
-10,017
| -16% | -$1.41M | ﹤0.01% | 3276 |
|
|
2025
Q1 | $8.88M | Buy |
64,604
+18,766
| +41% | +$2.72M | ﹤0.01% | 3174 |
|
|
2024
Q4 | $6.63M | Buy |
45,838
+2
| +0% | +$289 | ﹤0.01% | 3517 |
|
|
2024
Q3 | $6.44M | Sell |
45,836
-15,554
| -25% | -$2.11M | ﹤0.01% | 2808 |
|
|
2024
Q2 | $8.22M | Buy |
61,390
+32,436
| +112% | +$4.15M | ﹤0.01% | 2396 |
|
|
2024
Q1 | $3.68M | Buy |
28,954
+2,157
| +8% | +$261K | ﹤0.01% | 3299 |
|
|
2023
Q4 | $3.08M | Buy |
26,797
+3,151
| +13% | +$341K | ﹤0.01% | 3328 |
|
|
2023
Q3 | $2.44M | Buy |
23,646
+257
| +1% | +$27.6K | ﹤0.01% | 3252 |
|
|
2023
Q2 | $2.49M | Buy |
23,389
+1,147
| +5% | +$115K | ﹤0.01% | 3320 |
|
|
2023
Q1 | $2.16M | Sell |
22,242
-1,246
| -5% | -$117K | ﹤0.01% | 3340 |
|
|
2022
Q4 | $2.11M | Buy |
23,488
+13,391
| +133% | +$1.21M | ﹤0.01% | 3341 |
|
|
2022
Q3 | $857K | Sell |
10,097
-1,687
| -14% | -$159K | ﹤0.01% | 3876 |
|
|
2022
Q2 | $1.06M | Buy |
11,784
+3,095
| +36% | +$301K | ﹤0.01% | 3691 |
|
|
2022
Q1 | $939K | Buy |
8,689
+1,433
| +20% | +$153K | ﹤0.01% | 4162 |
|
|
2021
Q4 | $827K | Hold |
7,256
| – | – | ﹤0.01% | 4550 |
|
|
2021
Q3 | $748K | Sell |
7,256
-950
| -12% | -$101K | ﹤0.01% | 4429 |
|
|
2021
Q2 | $844K | Sell |
8,206
-1,884
| -19% | -$188K | ﹤0.01% | 4319 |
|
|
2021
Q1 | $956K | Buy |
10,090
+933
| +10% | +$86.4K | ﹤0.01% | 4308 |
|
|
2020
Q4 | $827K | Buy |
9,157
+5
| +0.1% | +$427 | ﹤0.01% | 4166 |
|
|
2020
Q3 | $743K | Hold |
9,152
| – | – | ﹤0.01% | 3864 |
|
|
2020
Q2 | $678K | Sell |
9,152
-1,222
| -12% | -$85.5K | ﹤0.01% | 3878 |
|
|
2020
Q1 | $639K | Buy |
10,374
+785
| +8% | +$56.4K | ﹤0.01% | 3745 |
|
|
2019
Q4 | $720K | Sell |
9,589
-250
| -3% | -$17.9K | ﹤0.01% | 4515 |
|
|
2019
Q3 | $678K | Buy |
9,839
+161
| +2% | +$11.1K | ﹤0.01% | 4297 |
|
|
2019
Q2 | $658K | Buy |
9,678
+60
| +0.6% | +$4.01K | ﹤0.01% | 4088 |
|
|
2019
Q1 | $631K | Buy |
9,618
+27
| +0.3% | +$1.71K | ﹤0.01% | 3903 |
|
|
2018
Q4 | $560K | Buy |
9,591
+3,595
| +60% | +$226K | ﹤0.01% | 4173 |
|
|
2018
Q3 | $405K | Buy |
5,996
+151
| +3% | +$9.97K | ﹤0.01% | 4561 |
|
|
2018
Q2 | $368K | Hold |
5,845
| – | – | ﹤0.01% | 4541 |
|
|
2018
Q1 | $355K | Sell |
5,845
-170
| -3% | -$10.7K | ﹤0.01% | 4420 |
|
|
2017
Q4 | $370K | Sell |
6,015
-83
| -1% | -$4.97K | ﹤0.01% | 4503 |
|
|
2017
Q3 | $352K | Buy |
6,098
+1,527
| +33% | +$86.4K | ﹤0.01% | 4475 |
|
|
2017
Q2 | $255K | Sell |
4,571
-50
| -1% | -$2.75K | ﹤0.01% | 4590 |
|
|
2017
Q1 | $249K | Buy |
4,621
+39
| +0.9% | +$2.07K | ﹤0.01% | 4514 |
|
|
2016
Q4 | $233K | Buy |
4,582
+250
| +6% | +$12.5K | ﹤0.01% | 4686 |
|
|
2016
Q3 | $214K | Buy |
4,332
+167
| +4% | +$8.2K | ﹤0.01% | 4503 |
|
|
2016
Q2 | $199K | Buy |
4,165
+315
| +8% | +$14.9K | ﹤0.01% | 4536 |
|
|
2016
Q1 | $180K | Sell |
3,850
-14
| -0.4% | -$625 | ﹤0.01% | 4564 |
|
|
2015
Q4 | $182K | Sell |
3,864
-264
| -6% | -$12.4K | ﹤0.01% | 4744 |
|
|
2015
Q3 | $180K | Buy |
4,128
+45
| +1% | +$2.08K | ﹤0.01% | 4719 |
|
|
2015
Q2 | $192K | Buy |
4,083
+630
| +18% | +$30.1K | ﹤0.01% | 4903 |
|
|
2015
Q1 | $161K | Buy |
3,453
+173
| +5% | +$8.11K | ﹤0.01% | 5041 |
|
|
2014
Q4 | $155K | Buy |
+3,280
| New | +$150K | ﹤0.01% | 5280 |
|
Other funds holding IWL
GC
TF
RIS
CB
FL