UBS Group
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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
2016
Q3 		– Sell
-6,000
Closed -$744K – 7800
2016
Q2 		$744K Buy
+6,000
New +$733K ﹤0.01% 3612

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's IWV Position: Q1 2026 in Review

UBS Group reduced its iShares Russell 3000 ETF (IWV) stake by 22% in Q1 2026, selling an estimated $33.2M and leaving 296,201 shares worth $110M. The position accounts for 0.02% of the portfolio, ranked #985.

UBS Group first reported a position in IWV in Q4 2014 and has held it in 46 quarters since. The position peaked at $154M in Q4 2021. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • UBS Group held 296,201 shares of iShares Russell 3000 ETF worth $110M as of Q1 2026.
  • UBS Group sold 85,880 iShares Russell 3000 ETF shares in Q1 2026, an estimated $33.2M.
  • iShares Russell 3000 ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #985 holding.
  • UBS Group first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares Russell 3000 ETF position peaked at $154M in Q4 2021.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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