UBS Group
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UBS Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

UBS Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201M Sell
511,151
-11,965
-2% -$4.37M 0.03% 660
2026
Q1 		$164M Buy
523,116
+1,084
+0.2% +$361K 0.02% 717
2025
Q4 		$169M Buy
522,032
+48,892
+10% +$15.9M 0.03% 666
2025
Q3 		$151M Sell
473,140
-20,846
-4% -$6.29M 0.02% 745
2025
Q2 		$141M Sell
493,986
-49,939
-9% -$13.1M 0.02% 732
2025
Q1 		$139M Buy
543,925
+40,047
+8% +$11.3M 0.03% 705
2024
Q4 		$145M Buy
503,878
+43,171
+9% +$12.8M 0.03% 684
2024
Q3 		$131M Buy
460,707
+2,738
+0.6% +$750K 0.03% 601
2024
Q2 		$120M Sell
457,969
-56,450
-11% -$14.7M 0.03% 551
2024
Q1 		$139M Sell
514,419
-29,469
-5% -$7.53M 0.03% 494
2023
Q4 		$137M Sell
543,888
-228,598
-30% -$51.5M 0.04% 447
2023
Q3 		$173M Buy
772,486
+282,219
+58% +$67.5M 0.06% 324
2023
Q2 		$119M Sell
490,267
-15,390
-3% -$3.53M 0.04% 429
2023
Q1 		$115M Buy
505,657
+15,560
+3% +$3.56M 0.04% 412
2022
Q4 		$105M Sell
490,097
-12,125
-2% -$2.66M 0.04% 474
2022
Q3 		$104M Sell
502,222
-70,634
-12% -$15.9M 0.05% 419
2022
Q2 		$118M Sell
572,856
-171,034
-23% -$38.1M 0.05% 396
2022
Q1 		$190M Buy
743,890
+24,857
+3% +$6.36M 0.06% 308
2021
Q4 		$211M Sell
719,033
-15,269
-2% -$4.6M 0.06% 333
2021
Q3 		$216M Buy
734,302
+10,339
+1% +$3.11M 0.07% 283
2021
Q2 		$226M Buy
723,963
+202,672
+39% +$61M 0.07% 268
2021
Q1 		$157M Sell
521,291
-46
-0% -$14.3K 0.05% 344
2020
Q4 		$149M Sell
521,337
-21,676
-4% -$5.52M 0.05% 355
2020
Q3 		$120M Sell
543,013
-41,508
-7% -$9.08M 0.05% 354
2020
Q2 		$121M Sell
584,521
-57,909
-9% -$10.8M 0.05% 327
2020
Q1 		$102M Sell
642,430
-27,879
-4% -$5.53M 0.05% 342
2019
Q4 		$144M Buy
670,309
+10,887
+2% +$2.21M 0.05% 341
2019
Q3 		$127M Buy
659,422
+13,503
+2% +$2.68M 0.05% 346
2019
Q2 		$130M Buy
645,919
+19,064
+3% +$3.77M 0.05% 328
2019
Q1 		$123M Sell
626,855
-13,328
-2% -$2.54M 0.05% 333
2018
Q4 		$108M Buy
640,183
+41,443
+7% +$7.73M 0.05% 349
2018
Q3 		$129M Sell
598,740
-11,583
-2% -$2.47M 0.05% 338
2018
Q2 		$125M Sell
610,323
-6,490
-1% -$1.3M 0.05% 333
2018
Q1 		$118M Buy
616,813
+1,120
+0.2% +$215K 0.05% 340
2017
Q4 		$115M Buy
615,693
+7,306
+1% +$1.33M 0.05% 384
2017
Q3 		$109M Sell
608,387
-7,488
-1% -$1.27M 0.05% 357
2017
Q2 		$104M Buy
615,875
+12,649
+2% +$2.08M 0.05% 353
2017
Q1 		$97.5M Buy
603,226
+707
+0.1% +$112K 0.05% 347
2016
Q4 		$92.8M Buy
602,519
+3,113
+0.5% +$465K 0.05% 356
2016
Q3 		$89.3M Buy
599,406
+7,420
+1% +$1.08M 0.05% 346
2016
Q2 		$81.2M Sell
591,986
-58,617
-9% -$7.91M 0.05% 357
2016
Q1 		$86.3M Sell
650,603
-384,540
-37% -$48M 0.06% 310
2015
Q4 		$144M Buy
1,035,143
+175,224
+20% +$24.9M 0.09% 228
2015
Q3 		$115M Buy
859,919
+238,546
+38% +$35.3M 0.08% 247
2015
Q2 		$96.1M Sell
621,373
-15,319
-2% -$2.35M 0.06% 314
2015
Q1 		$96.5M Buy
636,692
+68,161
+12% +$9.93M 0.07% 313
2014
Q4 		$80.9M Buy
+568,531
New +$76.9M 0.06% 350

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS Group's IWO Position: Q2 2026 in Review

UBS Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q2 2026, selling an estimated $4.37M and leaving 511,151 shares worth $201M. The position accounts for 0.03% of the portfolio, ranked #660.

UBS Group first reported a position in IWO in Q4 2014 and has held it in 47 quarters since. The position peaked at $226M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • UBS Group held 511,151 shares of iShares Russell 2000 Growth ETF worth $201M as of Q2 2026.
  • UBS Group sold 11,965 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.37M.
  • iShares Russell 2000 Growth ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #660 holding.
  • UBS Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Russell 2000 Growth ETF position peaked at $226M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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