UBS Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $704M | Buy |
7,245,637
+1,231,951
| +20% | +$123M | 0.13% | 185 |
|
|
2025
Q4 | $579M | Sell |
6,013,686
-6,199
| -0.1% | -$596K | 0.11% | 207 |
|
|
2025
Q3 | $581M | Buy |
6,019,885
+632,162
| +12% | +$59.9M | 0.11% | 208 |
|
|
2025
Q2 | $496M | Buy |
5,387,723
+36,908
| +0.7% | +$3.19M | 0.1% | 228 |
|
|
2025
Q1 | $455M | Sell |
5,350,815
-25,354
| -0.5% | -$2.26M | 0.1% | 232 |
|
|
2024
Q4 | $475M | Sell |
5,376,169
-755,036
| -12% | -$68.5M | 0.11% | 203 |
|
|
2024
Q3 | $540M | Buy |
6,131,205
+958,018
| +19% | +$80.7M | 0.15% | 162 |
|
|
2024
Q2 | $419M | Sell |
5,173,187
-254,380
| -5% | -$20.7M | 0.13% | 188 |
|
|
2024
Q1 | $456M | Buy |
5,427,567
+13,336
| +0.2% | +$1.06M | 0.15% | 166 |
|
|
2023
Q4 | $421M | Sell |
5,414,231
-39,662
| -0.7% | -$2.82M | 0.17% | 164 |
|
|
2023
Q3 | $378M | Buy |
5,453,893
+79,532
| +1% | +$5.8M | 0.17% | 151 |
|
|
2023
Q2 | $392M | Buy |
5,374,361
+38,928
| +0.7% | +$2.71M | 0.17% | 156 |
|
|
2023
Q1 | $373M | Sell |
5,335,433
-83,996
| -2% | -$5.93M | 0.17% | 148 |
|
|
2022
Q4 | $366M | Buy |
5,419,429
+129,146
| +2% | +$8.71M | 0.18% | 157 |
|
|
2022
Q3 | $329M | Buy |
5,290,283
+24,833
| +0.5% | +$1.71M | 0.19% | 145 |
|
|
2022
Q2 | $340M | Sell |
5,265,450
-817,608
| -13% | -$58.2M | 0.17% | 147 |
|
|
2022
Q1 | $475M | Sell |
6,083,058
-40,670
| -0.7% | -$3.13M | 0.2% | 130 |
|
|
2021
Q4 | $508M | Buy |
6,123,728
+129,822
| +2% | +$10.7M | 0.2% | 136 |
|
|
2021
Q3 | $469M | Sell |
5,993,906
-3,425
| -0.1% | -$274K | 0.2% | 144 |
|
|
2021
Q2 | $475M | Sell |
5,997,331
-203,081
| -3% | -$15.8M | 0.2% | 133 |
|
|
2021
Q1 | $458M | Buy |
6,200,412
+117,675
| +2% | +$8.51M | 0.21% | 135 |
|
|
2020
Q4 | $417M | Sell |
6,082,737
-519,207
| -8% | -$33.1M | 0.19% | 159 |
|
|
2020
Q3 | $379M | Buy |
6,601,944
+333,209
| +5% | +$19M | 0.19% | 148 |
|
|
2020
Q2 | $336M | Sell |
6,268,735
-7,224
| -0.1% | -$362K | 0.18% | 157 |
|
|
2020
Q1 | $271M | Sell |
6,275,959
-617,537
| -9% | -$34M | 0.17% | 167 |
|
|
2019
Q4 | $411M | Buy |
6,893,496
+64,137
| +0.9% | +$3.68M | 0.18% | 160 |
|
|
2019
Q3 | $382M | Sell |
6,829,359
-49,704
| -0.7% | -$2.78M | 0.19% | 153 |
|
|
2019
Q2 | $384M | Buy |
6,879,063
+98,832
| +1% | +$5.42M | 0.18% | 149 |
|
|
2019
Q1 | $366M | Sell |
6,780,231
-72,206
| -1% | -$3.74M | 0.18% | 153 |
|
|
2018
Q4 | $319M | Buy |
6,852,437
+216,085
| +3% | +$10.9M | 0.18% | 157 |
|
|
2018
Q3 | $366M | Sell |
6,636,352
-127,956
| -2% | -$7.01M | 0.18% | 158 |
|
|
2018
Q2 | $359M | Buy |
6,764,308
+196,264
| +3% | +$10.3M | 0.19% | 156 |
|
|
2018
Q1 | $339M | Sell |
6,568,044
-1,472
| -0% | -$77.6K | 0.19% | 162 |
|
|
2017
Q4 | $342M | Sell |
6,569,516
-115,508
| -2% | -$5.86M | 0.19% | 166 |
|
|
2017
Q3 | $329M | Sell |
6,685,024
-272,336
| -4% | -$13.1M | 0.2% | 156 |
|
|
2017
Q2 | $334M | Buy |
6,957,360
+352,208
| +5% | +$16.7M | 0.21% | 144 |
|
|
2017
Q1 | $309M | Buy |
6,605,152
+370,832
| +6% | +$17.2M | 0.2% | 145 |
|
|
2016
Q4 | $279M | Sell |
6,234,320
-134,864
| -2% | -$5.9M | 0.2% | 154 |
|
|
2016
Q3 | $278M | Buy |
6,369,184
+91,704
| +1% | +$3.98M | 0.2% | 147 |
|
|
2016
Q2 | $264M | Sell |
6,277,480
-72,108
| -1% | -$2.98M | 0.21% | 145 |
|
|
2016
Q1 | $259M | Sell |
6,349,588
-91,248
| -1% | -$3.47M | 0.21% | 136 |
|
|
2015
Q4 | $258M | Buy |
6,440,836
+440,416
| +7% | +$18M | 0.21% | 134 |
|
|
2015
Q3 | $233M | Sell |
6,000,420
-13,260
| -0.2% | -$549K | 0.2% | 137 |
|
|
2015
Q2 | $256M | Buy |
6,013,680
+102,696
| +2% | +$4.47M | 0.2% | 137 |
|
|
2015
Q1 | $256M | Buy |
5,910,984
+229,448
| +4% | +$9.75M | 0.21% | 133 |
|
|
2014
Q4 | $237M | Buy |
+5,681,536
| New | +$231M | 0.2% | 146 |
|
Other funds holding IWR
