UBS Group
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UBS Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

UBS Group’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.6M Buy
376,112
+23,012
+7% +$2.33M 0.01% 1984
2026
Q1 		$32.7M Buy
353,100
+11,978
+4% +$1.14M ﹤0.01% 2083
2025
Q4 		$31.3M Buy
341,122
+24,493
+8% +$2.2M 0.01% 2131
2025
Q3 		$27.8M Buy
316,629
+13,366
+4% +$1.15M ﹤0.01% 2211
2025
Q2 		$25.5M Buy
303,263
+1,039
+0.3% +$83.6K ﹤0.01% 2124
2025
Q1 		$24.8M Sell
302,224
-6,956
-2% -$572K ﹤0.01% 2136
2024
Q4 		$24.4M Buy
309,180
+8,262
+3% +$677K ﹤0.01% 2125
2024
Q3 		$24.5M Buy
300,918
+14,374
+5% +$1.12M 0.01% 1667
2024
Q2 		$21.4M Sell
286,544
-10,565
-4% -$790K 0.01% 1623
2024
Q1 		$22.7M Buy
297,109
+7,653
+3% +$553K 0.01% 1587
2023
Q4 		$20.3M Buy
289,456
+3,941
+1% +$261K 0.01% 1575
2023
Q3 		$18.7M Sell
285,515
-3,369
-1% -$229K 0.01% 1537
2023
Q2 		$19.5M Sell
288,884
-4,269
-1% -$281K 0.01% 1471
2023
Q1 		$19.1M Sell
293,153
-6,801
-2% -$446K 0.01% 1432
2022
Q4 		$19.5M Sell
299,954
-11,048
-4% -$705K 0.01% 1432
2022
Q3 		$17.9M Buy
311,002
+8,436
+3% +$536K 0.01% 1353
2022
Q2 		$18.7M Buy
302,566
+31,653
+12% +$2.09M 0.01% 1361
2022
Q1 		$18.9M Buy
270,913
+3,707
+1% +$256K 0.01% 1460
2021
Q4 		$18.7M Sell
267,206
-5,495
-2% -$376K 0.01% 1635
2021
Q3 		$17.9M Buy
272,701
+884
+0.3% +$59.4K 0.01% 1590
2021
Q2 		$18.1M Buy
271,817
+7,853
+3% +$521K 0.01% 1570
2021
Q1 		$16.8M Sell
263,964
-57,787
-18% -$3.51M 0.01% 1559
2020
Q4 		$18.6M Sell
321,751
-524,409
-62% -$28.7M 0.01% 1382
2020
Q3 		$43.2M Sell
846,160
-5,265
-0.6% -$270K 0.02% 716
2020
Q2 		$41.6M Sell
851,425
-90,820
-10% -$4.39M 0.02% 692
2020
Q1 		$41.6M Sell
942,245
-126,651
-12% -$6.81M 0.02% 625
2019
Q4 		$62.5M Sell
1,068,896
-99,926
-9% -$5.65M 0.02% 646
2019
Q3 		$64M Buy
1,168,822
+69,601
+6% +$3.78M 0.02% 566
2019
Q2 		$59.4M Sell
1,099,221
-30,165
-3% -$1.61M 0.02% 591
2019
Q1 		$59.4M Sell
1,129,386
-93,193
-8% -$4.77M 0.02% 561
2018
Q4 		$58.4M Buy
1,222,579
+80,301
+7% +$4.11M 0.03% 530
2018
Q3 		$61.1M Sell
1,142,278
-29,522
-3% -$1.56M 0.02% 590
2018
Q2 		$59.6M Sell
1,171,800
-25,058
-2% -$1.28M 0.03% 568
2018
Q1 		$60.4M Sell
1,196,858
-15,740
-1% -$830K 0.03% 551
2017
Q4 		$63.6M Sell
1,212,598
-24,077
-2% -$1.23M 0.03% 573
2017
Q3 		$61.8M Buy
1,236,675
+3,130
+0.3% +$153K 0.03% 521
2017
Q2 		$60.3M Buy
1,233,545
+9,355
+0.8% +$451K 0.03% 507
2017
Q1 		$59M Sell
1,224,190
-35,502
-3% -$1.71M 0.03% 494
2016
Q4 		$59.2M Sell
1,259,692
-78,325
-6% -$3.55M 0.03% 473
2016
Q3 		$59.1M Sell
1,338,017
-22,860
-2% -$1.01M 0.04% 462
2016
Q2 		$59M Buy
1,360,877
+119
+0% +$5.06K 0.04% 435
2016
Q1 		$56.7M Buy
1,360,758
+2,356
+0.2% +$93.7K 0.04% 423
2015
Q4 		$56.7M Buy
1,358,402
+3,825
+0.3% +$161K 0.04% 471
2015
Q3 		$52.9M Buy
1,354,577
+11,033
+0.8% +$461K 0.04% 448
2015
Q2 		$58.7M Buy
1,343,544
+38,072
+3% +$1.68M 0.04% 465
2015
Q1 		$56.4M Buy
1,305,472
+52,301
+4% +$2.28M 0.04% 467
2014
Q4 		$55.8M Buy
+1,253,171
New +$54.3M 0.04% 486

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

UBS Group's IWX Position: Q2 2026 in Review

UBS Group increased its iShares Russell Top 200 Value ETF (IWX) stake by 6.5% in Q2 2026, buying an estimated $2.33M and bringing the position to 376,112 shares worth $39.6M. The position accounts for 0.01% of the portfolio, ranked #1984.

UBS Group first reported a position in IWX in Q4 2014 and has held it in 47 quarters since. The position peaked at $64M in Q3 2019. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • UBS Group held 376,112 shares of iShares Russell Top 200 Value ETF worth $39.6M as of Q2 2026.
  • UBS Group bought 23,012 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $2.33M.
  • iShares Russell Top 200 Value ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1984 holding.
  • UBS Group first reported a position in iShares Russell Top 200 Value ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Russell Top 200 Value ETF position peaked at $64M in Q3 2019.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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