UBS Group’s iShares Russell 2000 ETF IWM Stock Holding History

UBS Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.67B	Buy	6,736,561 +1,911,669	+40%	+$493M	0.25%	66
2025 Q4	$1.19B	Buy	4,824,892 +939,417	+24%	+$231M	0.19%	88
2025 Q3	$940M	Sell	3,885,475 -208,086	-5%	-$47.7M	0.15%	115
2025 Q2	$883M	Sell	4,093,561 -623,117	-13%	-$125M	0.15%	123
2025 Q1	$941M	Sell	4,716,678 -217,847	-4%	-$47.3M	0.17%	99
2024 Q4	$1.09B	Buy	4,934,525 +1,658,707	+51%	+$378M	0.2%	87
2024 Q3	$724M	Sell	3,275,818 -159,725	-5%	-$34.2M	0.16%	122
2024 Q2	$697M	Sell	3,435,543 -1,108,767	-24%	-$224M	0.17%	112
2024 Q1	$956M	Buy	4,544,310 +282,367	+7%	+$56.3M	0.24%	66
2023 Q4	$855M	Sell	4,261,943 -424,489	-9%	-$76M	0.26%	71
2023 Q3	$828M	Buy	4,686,432 +236,715	+5%	+$44.4M	0.29%	60
2023 Q2	$833M	Buy	4,449,717 +332,280	+8%	+$59.2M	0.28%	76
2023 Q1	$735M	Sell	4,117,437 -36,020	-0.9%	-$6.63M	0.27%	76
2022 Q4	$724M	Sell	4,153,457 -677,330	-14%	-$120M	0.27%	69
2022 Q3	$797M	Sell	4,830,787 -719,372	-13%	-$131M	0.35%	51
2022 Q2	$940M	Sell	5,550,159 -826,125	-13%	-$152M	0.39%	46
2022 Q1	$1.31B	Buy	6,376,284 +747,667	+13%	+$153M	0.44%	37
2021 Q4	$1.25B	Sell	5,628,617 -3,171,709	-36%	-$717M	0.36%	46
2021 Q3	$1.93B	Sell	8,800,326 -787,855	-8%	-$175M	0.61%	18
2021 Q2	$2.2B	Buy	9,588,181 +651,993	+7%	+$147M	0.71%	15
2021 Q1	$1.97B	Buy	8,936,188 +50,815	+0.6%	+$11.1M	0.66%	16
2020 Q4	$1.74B	Sell	8,885,373 -306,592	-3%	-$53.7M	0.59%	23
2020 Q3	$1.38B	Buy	9,191,965 +2,293,676	+33%	+$345M	0.52%	32
2020 Q2	$988M	Sell	6,898,289 -2,539,134	-27%	-$333M	0.42%	47
2020 Q1	$1.08B	Buy	9,437,423 +3,737,007	+66%	+$557M	0.51%	36
2019 Q4	$944M	Sell	5,700,416 -275,533	-5%	-$43.5M	0.33%	65
2019 Q3	$904M	Buy	5,975,949 +114,669	+2%	+$17.5M	0.35%	63
2019 Q2	$911M	Sell	5,861,280 -654,301	-10%	-$101M	0.35%	61
2019 Q1	$997M	Buy	6,515,581 +421,405	+7%	+$63.3M	0.41%	47
2018 Q4	$816M	Buy	6,094,176 +192,181	+3%	+$28.7M	0.37%	52
2018 Q3	$995M	Buy	5,901,995 +917,131	+18%	+$155M	0.39%	48
2018 Q2	$816M	Sell	4,984,864 -1,209,231	-20%	-$193M	0.35%	53
2018 Q1	$940M	Sell	6,194,095 -2,710,704	-30%	-$419M	0.41%	43
2017 Q4	$1.36B	Buy	8,904,799 +1,536,917	+21%	+$231M	0.56%	19
2017 Q3	$1.09B	Buy	7,367,882 +1,684,455	+30%	+$237M	0.51%	24
2017 Q2	$801M	Sell	5,683,427 -1,497,284	-21%	-$207M	0.41%	43
2017 Q1	$987M	Buy	7,180,711 +1,163,569	+19%	+$159M	0.54%	21
2016 Q4	$811M	Sell	6,017,142 -1,486,860	-20%	-$190M	0.45%	29
2016 Q3	$932M	Buy	7,504,002 +421,669	+6%	+$51.3M	0.56%	19
2016 Q2	$814M	Sell	7,082,333 -1,417,252	-17%	-$160M	0.51%	23
2016 Q1	$940M	Sell	8,499,585 -2,039,430	-19%	-$211M	0.63%	13
2015 Q4	$1.19B	Sell	10,539,015 -569,206	-5%	-$65.7M	0.77%	10
2015 Q3	$1.21B	Buy	11,108,221 +1,400,224	+14%	+$166M	0.86%	7
2015 Q2	$1.21B	Buy	9,707,997 +4,089,987	+73%	+$511M	0.81%	7
2015 Q1	$699M	Sell	5,618,010 -1,142,846	-17%	-$138M	0.48%	21
2014 Q4	$809M	Buy	+6,760,856	New	+$773M	0.57%	16

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group's IWM Position: Q1 2026 in Review

UBS Group increased its iShares Russell 2000 ETF (IWM) stake by 40% in Q1 2026, buying an estimated $493M and bringing the position to 6,736,561 shares worth $1.67B. The position accounts for 0.25% of the portfolio, ranked #66.

UBS Group first reported a position in IWM in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.2B in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

UBS Group held 6,736,561 shares of iShares Russell 2000 ETF worth $1.67B as of Q1 2026.
UBS Group bought 1,911,669 iShares Russell 2000 ETF shares in Q1 2026, an estimated $493M.
iShares Russell 2000 ETF made up 0.25% of UBS Group's portfolio in Q1 2026, its #66 holding.
UBS Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's iShares Russell 2000 ETF position peaked at $2.2B in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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