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UBS’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

UBS’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$112M Sell
2,531,824
-19,550
-0.8% -$873K 0.08% 247
2014
Q2 		$114M Sell
2,551,374
-32,596
-1% -$1.4M 0.09% 234
2014
Q1 		$111M Sell
2,583,970
-2,785,702
-52% -$119M 0.1% 216
2013
Q4 		$226M Buy
5,369,672
+466,920
+10% +$18.9M 0.21% 100
2013
Q3 		$192M Buy
4,902,752
+2,818,634
+135% +$107M 0.2% 112
2013
Q2 		$74.8M Buy
+2,084,118
New +$74.5M 0.09% 225

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS's IWP Position: Q3 2014 in Review

UBS reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.77% in Q3 2014, selling an estimated $873K and leaving 2,531,824 shares worth $112M. The position accounts for 0.08% of the portfolio, ranked #247.

UBS first reported a position in IWP in Q2 2013 and has held it in 6 quarters since. The position peaked at $226M in Q4 2013. 276 funds tracked by Wall St. Rank hold IWP as of Q3 2014.

  • UBS held 2,531,824 shares of iShares Russell Mid-Cap Growth ETF worth $112M as of Q3 2014.
  • UBS sold 19,550 iShares Russell Mid-Cap Growth ETF shares in Q3 2014, an estimated $873K.
  • iShares Russell Mid-Cap Growth ETF made up 0.08% of UBS's portfolio in Q3 2014, its #247 holding.
  • UBS first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares Russell Mid-Cap Growth ETF position peaked at $226M in Q4 2013.
  • 276 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2014.

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