U
IWY icon

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

UBS’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
2014
Q3 		$54.2M Buy
1,117,043
+51,744
+5% +$2.5M 0.04% 472
2014
Q2 		$50.9M Buy
1,065,299
+79,196
+8% +$3.66M 0.04% 448
2014
Q1 		$44.7M Buy
986,103
+94,218
+11% +$4.23M 0.04% 440
2013
Q4 		$40.3M Buy
891,885
+73,956
+9% +$3.18M 0.04% 474
2013
Q3 		$33.3M Buy
817,929
+38,002
+5% +$1.52M 0.03% 482
2013
Q2 		$29.7M Buy
+779,927
New +$30.1M 0.04% 480

Other funds holding IWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS's IWY Position: Q3 2014 in Review

UBS increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.9% in Q3 2014, buying an estimated $2.5M and bringing the position to 1,117,043 shares worth $54.2M. The position accounts for 0.04% of the portfolio, ranked #472.

UBS first reported a position in IWY in Q2 2013 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold IWY as of Q3 2014.

  • UBS held 1,117,043 shares of iShares Russell Top 200 Growth ETF worth $54.2M as of Q3 2014.
  • UBS bought 51,744 iShares Russell Top 200 Growth ETF shares in Q3 2014, an estimated $2.5M.
  • iShares Russell Top 200 Growth ETF made up 0.04% of UBS's portfolio in Q3 2014, its #472 holding.
  • UBS first reported a position in iShares Russell Top 200 Growth ETF in Q2 2013 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2014.

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