UBS Group
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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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's IWR Position: Q1 2026 in Review

UBS Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 20% in Q1 2026, buying an estimated $123M and bringing the position to 7,245,637 shares worth $704M. The position accounts for 0.11% of the portfolio, ranked #185.

UBS Group first reported a position in IWR in Q4 2014 and has held it in 46 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • UBS Group held 7,245,637 shares of iShares Russell Mid-Cap ETF worth $704M as of Q1 2026.
  • UBS Group bought 1,231,951 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $123M.
  • iShares Russell Mid-Cap ETF made up 0.11% of UBS Group's portfolio in Q1 2026, its #185 holding.
  • UBS Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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