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	$1.65B	Sell	6,657,400 -4,176,900	-39%	-$1.08B	0.25%	68
2025 Q4	$2.67B	Buy	10,834,300 +2,698,200	+33%	+$663M	0.43%	19
2025 Q3	$1.97B	Sell	8,136,100 -5,662,700	-41%	-$1.3B	0.31%	40
2025 Q2	$2.98B	Buy	13,798,800 +3,317,800	+32%	+$668M	0.52%	17
2025 Q1	$2.09B	Sell	10,481,000 -1,253,400	-11%	-$272M	0.38%	30
2024 Q4	$2.59B	Sell	11,734,400 -8,843,500	-43%	-$2.02B	0.48%	18
2024 Q3	$4.55B	Sell	20,577,900 -1,063,000	-5%	-$227M	0.99%	10
2024 Q2	$4.39B	Buy	21,640,900 +1,079,000	+5%	+$218M	1.08%	7
2024 Q1	$4.32B	Buy	20,561,900 +7,652,200	+59%	+$1.53B	1.08%	7
2023 Q4	$2.59B	Sell	12,909,700 -4,424,500	-26%	-$793M	0.78%	13
2023 Q3	$3.06B	Buy	17,334,200 +4,993,000	+40%	+$937M	1.06%	7
2023 Q2	$2.31B	Buy	12,341,200 +2,274,000	+23%	+$405M	0.78%	9
2023 Q1	$1.8B	Buy	10,067,200 +3,340,600	+50%	+$615M	0.66%	14
2022 Q4	$1.17B	Sell	6,726,600 -4,122,100	-38%	-$733M	0.44%	32
2022 Q3	$1.79B	Buy	10,848,700 +3,875,500	+56%	+$707M	0.78%	9
2022 Q2	$1.18B	Sell	6,973,200 -3,195,900	-31%	-$589M	0.48%	27
2022 Q1	$2.09B	Buy	10,169,100 +1,350,700	+15%	+$276M	0.7%	13
2021 Q4	$1.96B	Sell	8,818,400 -6,788,600	-43%	-$1.53B	0.56%	19
2021 Q3	$3.41B	Buy	15,607,000 +8,054,900	+107%	+$1.79B	1.08%	8
2021 Q2	$1.73B	Sell	7,552,100 -220,037	-3%	-$49.5M	0.56%	20
2021 Q1	$1.72B	Sell	7,772,137 -107,563	-1%	-$23.5M	0.57%	19
2020 Q4	$1.54B	Sell	7,879,700 -3,529,300	-31%	-$618M	0.52%	26
2020 Q3	$1.71B	Buy	11,409,000 +2,035,900	+22%	+$306M	0.64%	21
2020 Q2	$1.34B	Sell	9,373,100 -8,701,100	-48%	-$1.14B	0.57%	30
2020 Q1	$2.07B	Buy	18,074,200 +7,794,600	+76%	+$1.16B	0.97%	9
2019 Q4	$1.7B	Buy	10,279,600 +3,792,600	+58%	+$599M	0.59%	23
2019 Q3	$982M	Buy	6,487,000 +963,800	+17%	+$147M	0.38%	53
2019 Q2	$859M	Sell	5,523,200 -691,700	-11%	-$107M	0.33%	67
2019 Q1	$951M	Buy	6,214,900 +1,667,100	+37%	+$251M	0.39%	51
2018 Q4	$609M	Sell	4,547,800 -1,477,700	-25%	-$220M	0.28%	82
2018 Q3	$1.02B	Buy	6,025,500 +2,920,100	+94%	+$493M	0.4%	45
2018 Q2	$509M	Sell	3,105,400 -7,831,800	-72%	-$1.25B	0.22%	108
2018 Q1	$1.66B	Sell	10,937,200 -11,590,300	-51%	-$1.79B	0.72%	13
2017 Q4	$3.43B	Buy	22,527,500 +11,128,700	+98%	+$1.67B	1.41%	3
2017 Q3	$1.69B	Buy	11,398,800 +2,039,900	+22%	+$287M	0.78%	7
2017 Q2	$1.32B	Buy	9,358,900 +2,917,700	+45%	+$404M	0.68%	10
2017 Q1	$886M	Sell	6,441,200 -25,400	-0.4%	-$3.47M	0.48%	28
2016 Q4	$872M	Sell	6,466,600 -2,837,900	-31%	-$363M	0.48%	26
2016 Q3	$1.16B	Sell	9,304,500 -2,568,300	-22%	-$312M	0.69%	10
2016 Q2	$1.37B	Sell	11,872,800 -15,881,300	-57%	-$1.79B	0.86%	9
2016 Q1	$3.07B	Sell	27,754,100 -13,734,239	-33%	-$1.42B	2.06%	2
2015 Q4	$4.67B	Buy	41,488,339 +23,137,299	+126%	+$2.67B	3.03%	2
2015 Q3	$2B	Sell	18,351,040 -5,067,994	-22%	-$601M	1.42%	3
2015 Q2	$2.92B	Buy	23,419,034 +15,579,134	+199%	+$1.95B	1.94%	2
2015 Q1	$975M	Buy	7,839,900 +283,500	+4%	+$34.2M	0.67%	11
2014 Q4	$904M	Buy	+7,556,400	New	+$864M	0.63%	14

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.