Vontobel Holding’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$841K Hold
2025
Q2
$781K Hold
2025
Q1
$706K Hold
2024
Q4
$741K Buy
2021
Q4
Sell
2021
Q3
$92K Buy
2021
Q2
$73K Hold
2021
Q1
$67K Hold
2020
Q4
$64K Buy