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	$1.22B	Sell	4,900,296 -978,500	-17%	-$252M	0.18%	102
2025 Q4	$1.45B	Sell	5,878,796 -1,872,300	-24%	-$460M	0.23%	65
2025 Q3	$1.88B	Buy	7,751,096 +865,242	+13%	+$199M	0.29%	44
2025 Q2	$1.49B	Buy	6,885,854 +128,204	+2%	+$25.8M	0.26%	57
2025 Q1	$1.35B	Buy	6,757,650 +2,799,920	+71%	+$607M	0.25%	64
2024 Q4	$875M	Sell	3,957,730 -5,569,822	-58%	-$1.27B	0.16%	119
2024 Q3	$2.1B	Buy	9,527,552 +2,062	+0%	+$441K	0.46%	28
2024 Q2	$1.93B	Sell	9,525,490 -2,634,292	-22%	-$532M	0.48%	30
2024 Q1	$2.56B	Sell	12,159,782 -7,437,990	-38%	-$1.48B	0.64%	15
2023 Q4	$3.93B	Buy	19,597,772 +9,320,372	+91%	+$1.67B	1.18%	6
2023 Q3	$1.82B	Buy	10,277,400 +413,000	+4%	+$77.5M	0.63%	15
2023 Q2	$1.85B	Buy	9,864,400 +5,160,300	+110%	+$920M	0.62%	16
2023 Q1	$839M	Buy	4,704,100 +1,052,700	+29%	+$194M	0.31%	62
2022 Q4	$637M	Sell	3,651,400 -3,295,900	-47%	-$586M	0.24%	85
2022 Q3	$1.15B	Buy	6,947,300 +2,424,900	+54%	+$442M	0.5%	27
2022 Q2	$766M	Buy	4,522,400 +1,169,100	+35%	+$216M	0.31%	66
2022 Q1	$688M	Sell	3,353,300 -5,014,300	-60%	-$1.02B	0.23%	98
2021 Q4	$1.86B	Buy	8,367,600 +4,402,500	+111%	+$995M	0.53%	22
2021 Q3	$867M	Buy	3,965,100 +2,241,300	+130%	+$497M	0.27%	72
2021 Q2	$395M	Sell	1,723,800 -3,773,800	-69%	-$848M	0.13%	161
2021 Q1	$1.21B	Buy	5,497,600 +2,544,300	+86%	+$556M	0.4%	39
2020 Q4	$579M	Sell	2,953,300 -1,317,000	-31%	-$230M	0.2%	120
2020 Q3	$640M	Sell	4,270,300 -2,311,400	-35%	-$348M	0.24%	97
2020 Q2	$942M	Buy	6,581,700 +3,101,000	+89%	+$407M	0.4%	50
2020 Q1	$398M	Sell	3,480,700 -1,671,300	-32%	-$249M	0.19%	121
2019 Q4	$854M	Sell	5,152,000 -5,165,700	-50%	-$816M	0.3%	69
2019 Q3	$1.56B	Buy	10,317,700 +8,642,000	+516%	+$1.32B	0.6%	25
2019 Q2	$261M	Sell	1,675,700 -973,400	-37%	-$150M	0.1%	197
2019 Q1	$406M	Buy	2,649,100 +858,500	+48%	+$129M	0.17%	138
2018 Q4	$240M	Buy	1,790,600 +1,190,100	+198%	+$178M	0.11%	193
2018 Q3	$101M	Sell	600,500 -375,000	-38%	-$63.3M	0.04%	404
2018 Q2	$160M	Buy	975,500 +180,500	+23%	+$28.9M	0.07%	276
2018 Q1	$121M	Sell	795,000 -655,200	-45%	-$101M	0.05%	332
2017 Q4	$221M	Buy	1,450,200 +1,011,200	+230%	+$152M	0.09%	237
2017 Q3	$65.1M	Sell	439,000 -295,000	-40%	-$41.5M	0.03%	503
2017 Q2	$103M	Sell	734,000 -66,000	-8%	-$9.13M	0.05%	354
2017 Q1	$110M	Buy	800,000 +118,400	+17%	+$16.2M	0.06%	315
2016 Q4	$91.9M	Sell	681,600 -1,190,900	-64%	-$152M	0.05%	358
2016 Q3	$233M	Buy	1,872,500 +514,200	+38%	+$62.5M	0.14%	170
2016 Q2	$156M	Sell	1,358,300 -2,361,800	-63%	-$266M	0.1%	218
2016 Q1	$412M	Buy	3,720,100 +703,800	+23%	+$72.9M	0.28%	64
2015 Q4	$340M	Buy	3,016,300 +1,807,500	+150%	+$208M	0.22%	96
2015 Q3	$132M	Sell	1,208,800 -286,400	-19%	-$34M	0.09%	226
2015 Q2	$187M	Sell	1,495,200 -1,348,000	-47%	-$168M	0.12%	191
2015 Q1	$354M	Sell	2,843,200 -237,300	-8%	-$28.6M	0.24%	90
2014 Q4	$368M	Buy	+3,080,500	New	+$352M	0.26%	75

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.