UBS Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

UBS Group’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123M	Sell	424,651 -2,177	-0.5%	-$615K	0.02%	982
2026 Q1	$106M	Buy	426,828 +11,479	+3%	+$3.04M	0.02%	1007
2025 Q4	$115M	Sell	415,349 -27,491	-6%	-$7.62M	0.02%	930
2025 Q3	$121M	Sell	442,840 -48,619	-10%	-$12.6M	0.02%	894
2025 Q2	$121M	Buy	491,459 +32,049	+7%	+$7.13M	0.02%	829
2025 Q1	$96.9M	Buy	459,410 +56,889	+14%	+$13.1M	0.02%	953
2024 Q4	$94.7M	Buy	402,521 +23,134	+6%	+$5.31M	0.02%	959
2024 Q3	$83.5M	Buy	379,387 +28,866	+8%	+$6.14M	0.02%	825
2024 Q2	$75.2M	Buy	350,521 +35,365	+11%	+$7.05M	0.02%	791
2024 Q1	$61.5M	Sell	315,156 -2,668	-0.8%	-$499K	0.02%	904
2023 Q4	$55.7M	Buy	317,824 +18,627	+6%	+$3.06M	0.02%	920
2023 Q3	$46M	Sell	299,197 -3,521	-1%	-$562K	0.02%	913
2023 Q2	$48M	Buy	302,718 +14,367	+5%	+$2.1M	0.02%	850
2023 Q1	$40.1M	Sell	288,351 -36,625	-11%	-$4.75M	0.01%	905
2022 Q4	$39.2M	Buy	324,976 +19,637	+6%	+$2.44M	0.01%	950
2022 Q3	$36.5M	Sell	305,339 -7,274	-2%	-$976K	0.02%	879
2022 Q2	$39.2M	Sell	312,613 -2,374	-0.8%	-$326K	0.02%	876
2022 Q1	$50M	Buy	314,987 +5,061	+2%	+$789K	0.02%	845
2021 Q4	$53.7M	Sell	309,926 -11,595	-4%	-$1.93M	0.02%	916
2021 Q3	$49.1M	Sell	321,521 -5,183	-2%	-$818K	0.02%	877
2021 Q2	$49.2M	Sell	326,704 -2,540	-0.8%	-$363K	0.02%	863
2021 Q1	$44.3M	Sell	329,244 -50,790	-13%	-$6.81M	0.01%	911
2020 Q4	$50.6M	Sell	380,034 -205,936	-35%	-$26M	0.02%	782
2020 Q3	$71.1M	Sell	585,970 -52,319	-8%	-$6.16M	0.03%	504
2020 Q2	$68.1M	Sell	638,289 -85,303	-12%	-$8.36M	0.03%	479
2020 Q1	$60.9M	Sell	723,592 -89,521	-11%	-$8.52M	0.03%	470
2019 Q4	$78.5M	Sell	813,113 -2,545	-0.3%	-$232K	0.03%	539
2019 Q3	$71M	Sell	815,658 -18,939	-2%	-$1.65M	0.03%	533
2019 Q2	$71.6M	Sell	834,597 -8,302	-1%	-$698K	0.03%	512
2019 Q1	$69.3M	Sell	842,899 -18,068	-2%	-$1.41M	0.03%	491
2018 Q4	$61.8M	Buy	860,967 +64,414	+8%	+$4.98M	0.03%	495
2018 Q3	$68M	Sell	796,553 -55,529	-7%	-$4.59M	0.03%	541
2018 Q2	$66.7M	Buy	852,082 +8,932	+1%	+$685K	0.03%	529
2018 Q1	$62.2M	Sell	843,150 -18,954	-2%	-$1.45M	0.03%	538
2017 Q4	$63.1M	Sell	862,104 -25,541	-3%	-$1.82M	0.03%	577
2017 Q3	$60.2M	Sell	887,645 -19,183	-2%	-$1.28M	0.03%	529
2017 Q2	$58.5M	Sell	906,828 -243,867	-21%	-$15.5M	0.03%	520
2017 Q1	$70.8M	Sell	1,150,695 -18,455	-2%	-$1.1M	0.04%	427
2016 Q4	$65.8M	Sell	1,169,150 -83,493	-7%	-$4.65M	0.04%	436
2016 Q3	$70M	Sell	1,252,643 -22,176	-2%	-$1.24M	0.04%	418
2016 Q2	$68.6M	Buy	1,274,819 +294	+0%	+$15.8K	0.04%	397
2016 Q1	$68.5M	Buy	1,274,525 +5,600	+0.4%	+$286K	0.05%	373
2015 Q4	$67.9M	Buy	1,268,925 +31,369	+3%	+$1.68M	0.04%	409
2015 Q3	$61.2M	Sell	1,237,556 -24,408	-2%	-$1.27M	0.04%	401
2015 Q2	$65.7M	Buy	1,261,964 +63,610	+5%	+$3.36M	0.04%	433
2015 Q1	$62.1M	Buy	1,198,354 +41,077	+4%	+$2.11M	0.04%	434
2014 Q4	$58.4M	Buy	+1,157,277	New	+$57.3M	0.04%	474

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group's IWY Position: Q2 2026 in Review

UBS Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.51% in Q2 2026, selling an estimated $615K and leaving 424,651 shares worth $123M. The position accounts for 0.02% of the portfolio, ranked #982.

UBS Group first reported a position in IWY in Q4 2014 and has held it in 47 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

UBS Group held 424,651 shares of iShares Russell Top 200 Growth ETF worth $123M as of Q2 2026.
UBS Group sold 2,177 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $615K.
iShares Russell Top 200 Growth ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #982 holding.
UBS Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2014 and has held it in 47 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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