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 Q2	$942K	Hold	2,300	–	–	﹤0.01%	840
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vontobel Holding's IWB Position: Q2 2026 in Review

Vontobel Holding held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 2,300 shares worth $942K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Vontobel Holding first reported a position in IWB in Q4 2020 and has held it in 11 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Vontobel Holding held 2,300 shares of iShares Russell 1000 ETF worth $942K as of Q2 2026.
Vontobel Holding left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #840 holding.
Vontobel Holding first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 11 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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