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

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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. 911 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.
  • 911 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.