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

UBS Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-300	Closed	-$28.9K	–	10835
2025 Q4	$28.9K	Sell	300 -700	-70%	-$67.3K	﹤0.01%	7548
2025 Q3	$96.5K	Buy	1,000 +300	+43%	+$28.4K	﹤0.01%	7141
2025 Q2	$64.4K	Hold	700	–	–	﹤0.01%	7575
2025 Q1	$59.5K	Buy	+700	New	+$62.4K	﹤0.01%	7445

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's IWR Position: Q2 2026 in Review

UBS Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q2 2026, buying an estimated $11.3M and bringing the position to 7,353,365 shares worth $811M. The position accounts for 0.1% of the portfolio, ranked #189.

UBS Group first reported a position in IWR in Q4 2014 and has held it in 47 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

UBS Group held 7,353,365 shares of iShares Russell Mid-Cap ETF worth $811M as of Q2 2026.
UBS Group bought 107,728 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $11.3M.
iShares Russell Mid-Cap ETF made up 0.1% of UBS Group's portfolio in Q2 2026, its #189 holding.
UBS Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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