Vontobel Holding
IJR icon

Vontobel Holding’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Vontobel Holding’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.45M Buy
19,700
+11,200
+132% +$1.42M 0.01% 494
2025
Q4 		$1.02M Hold
8,500
– – ﹤0.01% 749
2025
Q3 		$1.01M Hold
8,500
– – ﹤0.01% 717
2025
Q2 		$929K Sell
8,500
-525
-6% -$54.3K ﹤0.01% 702
2025
Q1 		$944K Sell
9,025
-615
-6% -$69.4K ﹤0.01% 607
2024
Q4 		$1.11M Buy
+9,640
New +$1.15M ﹤0.01% 570
2022
Q3 		– Sell
-36,909
Closed -$3.41M – 1065
2022
Q2 		$3.41M Buy
36,909
+28,062
+317% +$2.79M 0.04% 297
2022
Q1 		$954K Buy
8,847
+1,455
+20% +$157K 0.01% 636
2021
Q4 		$846K Buy
+7,392
New +$842K 0.01% 675
2021
Q3 		– Sell
-4,279
Closed -$483K – 1198
2021
Q2 		$483K Buy
+4,279
New +$477K ﹤0.01% 770

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return