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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B 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 $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

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

UBS Group's IWN Position: Q2 2026 in Review

UBS Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 8.7% in Q2 2026, selling an estimated $15.2M and leaving 766,604 shares worth $170M. The position accounts for 0.02% of the portfolio, ranked #764.

UBS Group first reported a position in IWN in Q4 2014 and has held it in 47 quarters since. The position peaked at $192M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

UBS Group held 766,604 shares of iShares Russell 2000 Value ETF worth $170M as of Q2 2026.
UBS Group sold 72,736 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $15.2M.
iShares Russell 2000 Value ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #764 holding.
UBS Group first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's iShares Russell 2000 Value ETF position peaked at $192M in Q4 2021.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.