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

Vontobel Holding’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$820K	Hold	2,300	–	–	﹤0.01%	695
2025 Q4	$859K	Hold	2,300	–	–	﹤0.01%	797
2025 Q3	$841K	Hold	2,300	–	–	﹤0.01%	776
2025 Q2	$781K	Hold	2,300	–	–	﹤0.01%	765
2025 Q1	$706K	Hold	2,300	–	–	﹤0.01%	689
2024 Q4	$741K	Buy	+2,300	New	+$745K	﹤0.01%	672
2021 Q4	–	Sell	-378	Closed	-$92K	–	1145
2021 Q3	$92K	Buy	378 +78	+26%	+$19.4K	﹤0.01%	1103
2021 Q2	$73K	Hold	300	–	–	﹤0.01%	1102
2021 Q1	$67K	Hold	300	–	–	﹤0.01%	964
2020 Q4	$64K	Buy	+300	New	+$59.9K	﹤0.01%	949

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Vontobel Holding's IWB Position: Q1 2026 in Review

Vontobel Holding held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 2,300 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Vontobel Holding first reported a position in IWB in Q4 2020 and has held it in 10 quarters since. The position peaked at $859K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Vontobel Holding held 2,300 shares of iShares Russell 1000 ETF worth $820K as of Q1 2026.
Vontobel Holding left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #695 holding.
Vontobel Holding first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 10 quarters since.
Vontobel Holding's iShares Russell 1000 ETF position peaked at $859K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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