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iShares Russell 2000 Value Index shares owned by UBS Group

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $166M 1.1M 155.33
2023-09-30 $158M 1.2M 135.53
2023-06-30 $167M 1.2M 140.80
2023-03-31 $174M 1.3M 137.02
2022-12-31 $172M 1.2M 138.67
2022-09-30 $170M 1.3M 129.28
2022-06-30 $208M 1.5M 136.15
2022-03-31 $190M 1.2M 159.70
2021-12-31 $217M 1.3M 166.05
2021-09-30 $162M 1.0M 160.23
2021-06-30 $171M 1.0M 165.68
2021-03-31 $164M 1.0M 159.47
2020-12-31 $118M 897k 131.76
2020-09-30 $79M 793k 99.33
2020-06-30 $78M 798k 98.00
2020-03-31 $64M 785k 82.03
2019-12-31 $124M 969k 128.05
2019-09-30 $115M 964k 118.87
2019-06-30 $108M 893k 120.50
2019-03-31 $105M 868k 120.50
2018-12-31 $94M 877k 107.61
2018-09-30 $108M 813k 132.35
2018-06-30 $122M 937k 130.61
2018-03-31 $100M 816k 123.08
2017-12-31 $101M 793k 127.27
2017-09-30 $93M 752k 124.12
2017-06-30 $99M 835k 118.87
2017-03-31 $104M 883k 118.16
2016-12-31 $116M 976k 118.94
2016-09-30 $92M 874k 104.75
2016-06-30 $79M 815k 97.29
2016-03-31 $79M 849k 93.18
2015-12-31 $83M 898k 91.94
2015-09-30 $86M 953k 90.10
2015-03-31 $88M 853k 103.21

More positions owned by UBS Group

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index