Vontobel Holding
ITOT icon

Vontobel Holding’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Vontobel Holding’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.01M Sell
35,157
-1,840
-5% -$274K 0.02% 366
2025
Q4 		$5.5M Sell
36,997
-1,422
-4% -$210K 0.02% 370
2025
Q3 		$5.6M Sell
38,419
-1,170
-3% -$164K 0.02% 363
2025
Q2 		$5.35M Sell
39,589
-3,835
-9% -$479K 0.02% 347
2025
Q1 		$5.3M Buy
43,424
+3,737
+9% +$482K 0.02% 309
2024
Q4 		$5.1M Buy
39,687
+2,892
+8% +$374K 0.02% 307
2024
Q3 		$4.62M Sell
36,795
-654
-2% -$79.2K 0.01% 329
2024
Q2 		$4.45M Sell
37,449
-840
-2% -$96.4K 0.01% 324
2024
Q1 		$4.41M Sell
38,289
-3,512
-8% -$385K 0.04% 322
2023
Q4 		$4.4M Sell
41,801
-750
-2% -$73.5K 0.04% 318
2023
Q3 		$4.01M Sell
42,551
-2,392
-5% -$235K 0.04% 323
2023
Q2 		$4.4M Sell
44,943
-1,594
-3% -$147K 0.04% 319
2023
Q1 		$4.21M Sell
46,537
-14
-0% -$1.24K 0.04% 310
2022
Q4 		$3.95M Sell
46,551
-960
-2% -$81.9K 0.04% 314
2022
Q3 		$3.78M Buy
+47,511
New +$4.2M 0.04% 303
2021
Q4 		– Sell
-150
Closed -$15K – 1142
2021
Q3 		$15K Buy
+150
New +$15.2K ﹤0.01% 1152

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Vontobel Holding's ITOT Position: Q1 2026 in Review

Vontobel Holding reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q1 2026, selling an estimated $274K and leaving 35,157 shares worth $5.01M. The position accounts for 0.02% of the portfolio, ranked #366.

Vontobel Holding first reported a position in ITOT in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.6M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Vontobel Holding held 35,157 shares of iShares Core S&P Total US Stock Market ETF worth $5.01M as of Q1 2026.
  • Vontobel Holding sold 1,840 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $274K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Vontobel Holding's portfolio in Q1 2026, its #366 holding.
  • Vontobel Holding first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 16 quarters since.
  • Vontobel Holding's iShares Core S&P Total US Stock Market ETF position peaked at $5.6M in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.