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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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: Q1 2026 in Review

UBS Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q1 2026, buying an estimated $51.9M and bringing the position to 2,751,384 shares worth $353M. The position accounts for 0.05% of the portfolio, ranked #369.

UBS Group first reported a position in IWP in Q4 2014 and has held it in 46 quarters since. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • UBS Group held 2,751,384 shares of iShares Russell Mid-Cap Growth ETF worth $353M as of Q1 2026.
  • UBS Group bought 383,464 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $51.9M.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of UBS Group's portfolio in Q1 2026, its #369 holding.
  • UBS Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.