UBS Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883M | Sell |
4,093,561
-623,117
| -13% | -$134M | 0.15% | 103 |
|
|
2025
Q1 | $941M | Sell |
4,716,678
-217,847
| -4% | -$43.5M | 0.17% | 83 |
|
|
2024
Q4 | $1.09B | Buy |
4,934,525
+1,658,707
| +51% | +$367M | 0.2% | 71 |
|
|
2024
Q3 | $724M | Sell |
3,275,818
-159,725
| -5% | -$35.3M | 0.16% | 98 |
|
|
2024
Q2 | $697M | Sell |
3,435,543
-1,108,767
| -24% | -$225M | 0.17% | 92 |
|
|
2024
Q1 | $956M | Buy |
4,544,310
+282,367
| +7% | +$59.4M | 0.24% | 56 |
|
|
2023
Q4 | $855M | Sell |
4,261,943
-424,489
| -9% | -$85.2M | 0.26% | 57 |
|
|
2023
Q3 | $828M | Buy |
4,686,432
+236,715
| +5% | +$41.8M | 0.29% | 50 |
|
|
2023
Q2 | $833M | Buy |
4,449,717
+332,280
| +8% | +$62.2M | 0.28% | 60 |
|
|
2023
Q1 | $735M | Sell |
4,117,437
-36,020
| -0.9% | -$6.43M | 0.27% | 65 |
|
|
2022
Q4 | $724M | Sell |
4,153,457
-677,330
| -14% | -$118M | 0.27% | 59 |
|
|
2022
Q3 | $797M | Sell |
4,830,787
-719,372
| -13% | -$119M | 0.35% | 42 |
|
|
2022
Q2 | $940M | Sell |
5,550,159
-826,125
| -13% | -$140M | 0.39% | 39 |
|
|
2022
Q1 | $1.31B | Buy |
6,376,284
+747,667
| +13% | +$153M | 0.44% | 29 |
|
|
2021
Q4 | $1.25B | Sell |
5,628,617
-3,171,709
| -36% | -$706M | 0.36% | 34 |
|
|
2021
Q3 | $1.93B | Sell |
8,800,326
-787,855
| -8% | -$172M | 0.61% | 11 |
|
|
2021
Q2 | $2.2B | Buy |
9,588,181
+651,993
| +7% | +$150M | 0.71% | 11 |
|
|
2021
Q1 | $1.97B | Buy |
8,936,188
+50,815
| +0.6% | +$11.2M | 0.66% | 11 |
|
|
2020
Q4 | $1.74B | Sell |
8,885,373
-306,592
| -3% | -$60.1M | 0.59% | 13 |
|
|
2020
Q3 | $1.38B | Buy |
9,191,965
+2,293,676
| +33% | +$344M | 0.52% | 22 |
|
|
2020
Q2 | $988M | Sell |
6,898,289
-2,539,134
| -27% | -$364M | 0.42% | 37 |
|
|
2020
Q1 | $1.08B | Buy |
9,437,423
+3,737,007
| +66% | +$428M | 0.51% | 28 |
|
|
2019
Q4 | $944M | Sell |
5,700,416
-275,533
| -5% | -$45.6M | 0.33% | 52 |
|
|
2019
Q3 | $904M | Buy |
5,975,949
+114,669
| +2% | +$17.4M | 0.35% | 51 |
|
|
2019
Q2 | $911M | Sell |
5,861,280
-654,301
| -10% | -$102M | 0.35% | 52 |
|
|
2019
Q1 | $997M | Buy |
6,515,581
+421,405
| +7% | +$64.5M | 0.41% | 40 |
|
|
2018
Q4 | $816M | Buy |
6,094,176
+192,181
| +3% | +$25.7M | 0.37% | 44 |
|
|
2018
Q3 | $995M | Buy |
5,901,995
+917,131
| +18% | +$155M | 0.39% | 39 |
|
|
2018
Q2 | $816M | Sell |
4,984,864
-1,209,231
| -20% | -$198M | 0.35% | 46 |
|
|
2018
Q1 | $940M | Sell |
6,194,095
-2,710,704
| -30% | -$412M | 0.41% | 35 |
|
|
2017
Q4 | $1.36B | Buy |
8,904,799
+1,536,917
| +21% | +$234M | 0.56% | 15 |
|
|
2017
Q3 | $1.09B | Buy |
7,367,882
+1,684,455
| +30% | +$250M | 0.51% | 19 |
|
|
2017
Q2 | $801M | Sell |
5,683,427
-1,497,284
| -21% | -$211M | 0.41% | 36 |
|
|
2017
Q1 | $987M | Buy |
7,180,711
+1,163,569
| +19% | +$160M | 0.54% | 18 |
|
|
2016
Q4 | $811M | Sell |
6,017,142
-1,486,860
| -20% | -$201M | 0.45% | 23 |
|
|
2016
Q3 | $932M | Buy |
7,504,002
+421,669
| +6% | +$52.4M | 0.56% | 12 |
|
|
2016
Q2 | $814M | Sell |
7,082,333
-1,417,252
| -17% | -$163M | 0.51% | 18 |
|
|
2016
Q1 | $940M | Sell |
8,499,585
-2,039,430
| -19% | -$226M | 0.63% | 9 |
|
|
2015
Q4 | $1.19B | Sell |
10,539,015
-569,206
| -5% | -$64.1M | 0.77% | 7 |
|
|
2015
Q3 | $1.21B | Buy |
11,108,221
+1,400,224
| +14% | +$153M | 0.86% | 4 |
|
|
2015
Q2 | $1.21B | Buy |
9,707,997
+4,089,987
| +73% | +$511M | 0.81% | 6 |
|
|
2015
Q1 | $699M | Sell |
5,618,010
-1,142,846
| -17% | -$142M | 0.48% | 18 |
|
|
2014
Q4 | $809M | Buy |
+6,760,856
| New | +$809M | 0.57% | 13 |
|