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
2023 Q3	–	Sell	-100	Closed	-$24.3K	–	9711
2023 Q2	$24.3K	Buy	+100	New	+$22.9K	﹤0.01%	6794
2022 Q2	–	Sell	-100	Closed	-$26K	–	10621
2022 Q1	$26K	Hold	100	–	–	﹤0.01%	7144
2021 Q4	$29K	Hold	100	–	–	﹤0.01%	7424
2021 Q3	$29K	Hold	100	–	–	﹤0.01%	6781
2021 Q2	$31K	Hold	100	–	–	﹤0.01%	6886
2021 Q1	$30K	Hold	100	–	–	﹤0.01%	7013
2020 Q4	$29K	Hold	100	–	–	﹤0.01%	6659
2020 Q3	$22K	Buy	+100	New	+$21.9K	﹤0.01%	6236
2016 Q4	–	Sell	-200	Closed	-$30K	–	7893
2016 Q3	$30K	Buy	+200	New	+$29.1K	﹤0.01%	5925
2015 Q1	–	Sell	-100	Closed	-$14K	–	9057
2014 Q4	$14K	Buy	+100	New	+$13.5K	﹤0.01%	8081

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 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

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.