UBS Group’s iShares Russell 3000 ETF IWV Stock Holding History

UBS Group’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$126M	Sell	295,890 -311	-0.1%	-$128K	0.02%	967
2026 Q1	$110M	Sell	296,201 -85,880	-22%	-$33.2M	0.02%	985
2025 Q4	$148M	Sell	382,081 -14,683	-4%	-$5.63M	0.02%	738
2025 Q3	$150M	Sell	396,764 -29,014	-7%	-$10.6M	0.02%	749
2025 Q2	$149M	Sell	425,778 -12,553	-3%	-$4.08M	0.03%	694
2025 Q1	$139M	Sell	438,331 -4,771	-1%	-$1.6M	0.03%	703
2024 Q4	$148M	Buy	443,102 +12,980	+3%	+$4.37M	0.03%	674
2024 Q3	$141M	Sell	430,122 -21,656	-5%	-$6.82M	0.03%	568
2024 Q2	$139M	Sell	451,778 -233	-0.1%	-$69.5K	0.03%	490
2024 Q1	$136M	Sell	452,011 -5,025	-1%	-$1.43M	0.03%	504
2023 Q4	$125M	Sell	457,036 -33,954	-7%	-$8.66M	0.04%	482
2023 Q3	$120M	Sell	490,990 -25,974	-5%	-$6.64M	0.04%	433
2023 Q2	$132M	Buy	516,964 +9,802	+2%	+$2.36M	0.04%	403
2023 Q1	$119M	Sell	507,162 -66,980	-12%	-$15.5M	0.04%	396
2022 Q4	$127M	Buy	574,142 +4,901	+0.9%	+$1.09M	0.05%	405
2022 Q3	$118M	Buy	569,241 +18,692	+3%	+$4.3M	0.05%	368
2022 Q2	$120M	Buy	550,549 +3,787	+0.7%	+$897K	0.05%	389
2022 Q1	$143M	Sell	546,762 -7,124	-1%	-$1.84M	0.05%	398
2021 Q4	$154M	Sell	553,886 -7,210	-1%	-$1.95M	0.04%	420
2021 Q3	$143M	Sell	561,096 -2,931	-0.5%	-$767K	0.05%	406
2021 Q2	$144M	Buy	564,027 +9,377	+2%	+$2.34M	0.05%	397
2021 Q1	$132M	Buy	554,650 +4,801	+0.9%	+$1.12M	0.04%	405
2020 Q4	$123M	Sell	549,849 -4,249	-0.8%	-$892K	0.04%	415
2020 Q3	$108M	Sell	554,098 -25,343	-4%	-$4.9M	0.04%	378
2020 Q2	$104M	Buy	579,441 +47,615	+9%	+$8.07M	0.04%	359
2020 Q1	$78.9M	Sell	531,826 -108,094	-17%	-$19.2M	0.04%	411
2019 Q4	$121M	Buy	639,920 +16,042	+3%	+$2.89M	0.04%	391
2019 Q3	$108M	Sell	623,878 -83,104	-12%	-$14.4M	0.04%	388
2019 Q2	$122M	Sell	706,982 -60,495	-8%	-$10.3M	0.05%	348
2019 Q1	$128M	Buy	767,477 +119,973	+19%	+$19.3M	0.05%	319
2018 Q4	$95.1M	Buy	647,504 +183,118	+39%	+$29.1M	0.04%	383
2018 Q3	$80M	Buy	464,386 +9,601	+2%	+$1.63M	0.03%	482
2018 Q2	$73.8M	Sell	454,785 -10,754	-2%	-$1.73M	0.03%	500
2018 Q1	$72.8M	Sell	465,539 -752	-0.2%	-$121K	0.03%	488
2017 Q4	$73.8M	Sell	466,291 -908	-0.2%	-$140K	0.03%	514
2017 Q3	$69.7M	Sell	467,199 -43,465	-9%	-$6.35M	0.03%	480
2017 Q2	$73.5M	Buy	510,664 +24,982	+5%	+$3.55M	0.04%	432
2017 Q1	$67.9M	Buy	485,682 +17,327	+4%	+$2.39M	0.04%	442
2016 Q4	$62.3M	Buy	468,355 +15,147	+3%	+$1.96M	0.03%	450
2016 Q3	$58.1M	Buy	453,208 +6,605	+1%	+$844K	0.03%	469
2016 Q2	$55.4M	Sell	446,603 -22,888	-5%	-$2.8M	0.03%	468
2016 Q1	$56.7M	Sell	469,491 -13,500	-3%	-$1.54M	0.04%	422
2015 Q4	$58.1M	Sell	482,991 -102,414	-17%	-$12.5M	0.04%	462
2015 Q3	$66.7M	Sell	585,405 -10,094	-2%	-$1.22M	0.05%	383
2015 Q2	$73.8M	Sell	595,499 -205,280	-26%	-$25.8M	0.05%	389
2015 Q1	$99.2M	Buy	800,779 +237,618	+42%	+$29.3M	0.07%	308
2014 Q4	$68.9M	Buy	+563,161	New	+$67.2M	0.05%	411

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's IWV Position: Q2 2026 in Review

UBS Group reduced its iShares Russell 3000 ETF (IWV) stake by 0.1% in Q2 2026, selling an estimated $128K and leaving 295,890 shares worth $126M. The position accounts for 0.02% of the portfolio, ranked #967.

UBS Group first reported a position in IWV in Q4 2014 and has held it in 47 quarters since. The position peaked at $154M in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

UBS Group held 295,890 shares of iShares Russell 3000 ETF worth $126M as of Q2 2026.
UBS Group sold 311 iShares Russell 3000 ETF shares in Q2 2026, an estimated $128K.
iShares Russell 3000 ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #967 holding.
UBS Group first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's iShares Russell 3000 ETF position peaked at $154M in Q4 2021.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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