Vontobel Holding
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Vontobel Holding’s iShares S&P 500 Value ETF IVE Stock Holding History

Vontobel Holding’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$906K Hold
2024
Q4 		$907K Hold
2024
Q3 		$937K Hold
2024
Q2 		$865K Hold
2024
Q1 		$888K Hold
2023
Q4 		$827K Hold
2023
Q3 		$731K Hold
2023
Q2 		$766K Hold
2023
Q1 		$721K Buy