Vontobel Holding
IVV icon

Vontobel Holding’s iShares Core S&P 500 ETF IVV Stock Holding History

Vontobel Holding’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.04M Buy
5,401
+383
+8% +$279K 0.01% 490
2026
Q1 		$3.28M Sell
5,018
-537
-10% -$367K 0.01% 443
2025
Q4 		$3.8M Sell
5,555
-300
-5% -$204K 0.01% 441
2025
Q3 		$3.92M Sell
5,855
-2,891
-33% -$1.86M 0.01% 423
2025
Q2 		$5.43M Buy
8,746
+3,136
+56% +$1.8M 0.02% 343
2025
Q1 		$3.15M Sell
5,610
-670
-11% -$396K 0.01% 384
2024
Q4 		$3.7M Sell
6,280
-234
-4% -$139K 0.01% 359
2024
Q3 		$3.76M Sell
6,514
-10
-0.2% -$5.56K 0.01% 364
2024
Q2 		$3.57M Hold
6,524
– – 0.01% 355
2024
Q1 		$3.43M Sell
6,524
-1,813
-22% -$907K 0.03% 369
2023
Q4 		$3.98M Buy
8,337
+3,810
+84% +$1.71M 0.03% 334
2023
Q3 		$1.94M Buy
4,527
+2,519
+125% +$1.13M 0.02% 428
2023
Q2 		$895K Sell
2,008
-500
-20% -$211K 0.01% 630
2023
Q1 		$1.03M Buy
2,508
+615
+32% +$247K 0.01% 579
2022
Q4 		$727K Buy
1,893
+540
+40% +$208K 0.01% 655
2022
Q3 		$485K Sell
1,353
-550
-29% -$220K 0.01% 727
2022
Q2 		$721K Buy
+1,903
New +$783K 0.01% 627
2021
Q4 		– Sell
-53
Closed -$23K – 1143
2021
Q3 		$23K Buy
53
+42
+382% +$18.6K ﹤0.01% 1145
2021
Q2 		$5K Buy
+11
New +$4.61K ﹤0.01% 1131

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Vontobel Holding's IVV Position: Q2 2026 in Review

Vontobel Holding increased its iShares Core S&P 500 ETF (IVV) stake by 7.6% in Q2 2026, buying an estimated $279K and bringing the position to 5,401 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #490.

Vontobel Holding first reported a position in IVV in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.43M in Q2 2025. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vontobel Holding held 5,401 shares of iShares Core S&P 500 ETF worth $4.04M as of Q2 2026.
  • Vontobel Holding bought 383 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $279K.
  • iShares Core S&P 500 ETF made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #490 holding.
  • Vontobel Holding first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 19 quarters since.
  • Vontobel Holding's iShares Core S&P 500 ETF position peaked at $5.43M in Q2 2025.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.