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UBS’s iShares Russell 1000 Growth ETF IWF Stock Holding History

UBS’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,200
Closed -$22K – 10528
2013
Q2 		$22K Buy
+1,200
New +$22K ﹤0.01% 7772

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS's IWF Position: Q3 2014 in Review

UBS increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.1% in Q3 2014, buying an estimated $18.4M and bringing the position to 20,180,832 shares worth $462M. The position accounts for 0.34% of the portfolio, ranked #49.

UBS first reported a position in IWF in Q2 2013 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold IWF as of Q3 2014.

  • UBS held 20,180,832 shares of iShares Russell 1000 Growth ETF worth $462M as of Q3 2014.
  • UBS bought 803,292 iShares Russell 1000 Growth ETF shares in Q3 2014, an estimated $18.4M.
  • iShares Russell 1000 Growth ETF made up 0.34% of UBS's portfolio in Q3 2014, its #49 holding.
  • UBS first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 6 quarters since.
  • 505 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.