UBS Group
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UBS Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

UBS Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,000
Closed -$342K – 9791
2024
Q1 		$342K Hold
3,000
– – ﹤0.01% 5474
2023
Q4 		$313K Buy
+3,000
New +$284K ﹤0.01% 5460

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group's IWP Position: Q2 2026 in Review

UBS Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q2 2026, selling an estimated $4.54M and leaving 2,718,424 shares worth $398M. The position accounts for 0.05% of the portfolio, ranked #381.

UBS Group first reported a position in IWP in Q4 2014 and has held it in 47 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • UBS Group held 2,718,424 shares of iShares Russell Mid-Cap Growth ETF worth $398M as of Q2 2026.
  • UBS Group sold 32,960 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.54M.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of UBS Group's portfolio in Q2 2026, its #381 holding.
  • UBS Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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