Vontobel Holding
IVW icon

Vontobel Holding’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vontobel Holding’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.23M Sell
30,769
-1,219
-4% -$161K 0.01% 482
2026
Q1 		$3.62M Sell
31,988
-56
-0.2% -$6.74K 0.01% 417
2025
Q4 		$3.95M Sell
32,044
-733
-2% -$89.7K 0.01% 432
2025
Q3 		$3.96M Sell
32,777
-1,073
-3% -$123K 0.01% 422
2025
Q2 		$3.73M Sell
33,850
-12,170
-26% -$1.2M 0.01% 407
2025
Q1 		$4.27M Buy
46,020
+2,708
+6% +$273K 0.02% 340
2024
Q4 		$4.4M Buy
43,312
+1,650
+4% +$165K 0.02% 329
2024
Q3 		$3.99M Sell
41,662
-2,179
-5% -$201K 0.01% 353
2024
Q2 		$4.06M Sell
43,841
-1,253
-3% -$108K 0.01% 338
2024
Q1 		$3.81M Sell
45,094
-3,001
-6% -$241K 0.03% 353
2023
Q4 		$3.61M Sell
48,095
-618
-1% -$44K 0.03% 343
2023
Q3 		$3.33M Sell
48,713
-1,679
-3% -$119K 0.03% 346
2023
Q2 		$3.55M Sell
50,392
-998
-2% -$66K 0.03% 357
2023
Q1 		$3.28M Buy
51,390
+11,743
+30% +$718K 0.03% 350
2022
Q4 		$2.32M Sell
39,647
-533
-1% -$32K 0.02% 384
2022
Q3 		$2.32M Buy
+40,180
New +$2.61M 0.03% 372
2021
Q4 		– Sell
-208
Closed -$15K – 1144
2021
Q3 		$15K Buy
+208
New +$15.9K ﹤0.01% 1153
2021
Q1 		– Sell
-1,252
Closed -$80K – 1048
2020
Q4 		$80K Buy
+1,252
New +$75.9K ﹤0.01% 941

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vontobel Holding's IVW Position: Q2 2026 in Review

Vontobel Holding reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2026, selling an estimated $161K and leaving 30,769 shares worth $4.23M. The position accounts for 0.01% of the portfolio, ranked #482.

Vontobel Holding first reported a position in IVW in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.4M in Q4 2024. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Vontobel Holding held 30,769 shares of iShares S&P 500 Growth ETF worth $4.23M as of Q2 2026.
  • Vontobel Holding sold 1,219 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $161K.
  • iShares S&P 500 Growth ETF made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #482 holding.
  • Vontobel Holding first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • Vontobel Holding's iShares S&P 500 Growth ETF position peaked at $4.4M in Q4 2024.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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