UBS Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

UBS Group’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-242,000	Closed	-$32.9M	–	10624
2022 Q2	$32.9M	Buy	+242,000	New	+$36M	0.01%	1003
2022 Q1	–	Sell	-150,000	Closed	-$24.9M	–	10566
2021 Q4	$24.9M	Buy	+150,000	New	+$25M	0.01%	1431
2020 Q3	–	Sell	-500	Closed	-$49K	–	8206
2020 Q2	$49K	Buy	+500	New	+$45.5K	﹤0.01%	5873
2016 Q4	–	Sell	-200	Closed	-$21K	–	7892
2016 Q3	$21K	Buy	+200	New	+$20.5K	﹤0.01%	6257

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group's IWN Position: Q1 2026 in Review

UBS Group increased its iShares Russell 2000 Value ETF (IWN) stake by 4.2% in Q1 2026, buying an estimated $6.48M and bringing the position to 839,340 shares worth $159M. The position accounts for 0.02% of the portfolio, ranked #734.

UBS Group first reported a position in IWN in Q4 2014 and has held it in 46 quarters since. The position peaked at $192M in Q4 2021. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

UBS Group held 839,340 shares of iShares Russell 2000 Value ETF worth $159M as of Q1 2026.
UBS Group bought 33,477 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $6.48M.
iShares Russell 2000 Value ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #734 holding.
UBS Group first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's iShares Russell 2000 Value ETF position peaked at $192M in Q4 2021.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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