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
2022
Q3 		– Sell
-60,600
Closed -$12.5M – 10625
2022
Q2 		$12.5M Buy
+60,600
New +$13.5M 0.01% 1649

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. 1,106 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.
  • 1,106 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.