Vontobel Holding’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vontobel Holding’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,764	Closed	-$896K	–	1290
2025 Q1	$896K	Hold	4,764	–	–	﹤0.01%	618
2024 Q4	$882K	Hold	4,764	–	–	﹤0.01%	632
2024 Q3	$904K	Hold	4,764	–	–	﹤0.01%	613
2024 Q2	$831K	Hold	4,764	–	–	﹤0.01%	614
2024 Q1	$853K	Hold	4,764	–	–	0.01%	626
2023 Q4	$787K	Hold	4,764	–	–	0.01%	663
2023 Q3	$723K	Sell	4,764 -1,292	-21%	-$205K	0.01%	662
2023 Q2	$956K	Buy	6,056 +660	+12%	+$101K	0.01%	611
2023 Q1	$822K	Buy	+5,396	New	+$833K	0.01%	638
2022 Q4	–	Sell	-6,632	Closed	-$902K	–	1103
2022 Q3	$902K	Buy	6,632 +25	+0.4%	+$3.76K	0.01%	562
2022 Q2	$958K	Buy	6,607 +607	+10%	+$94.9K	0.01%	553
2022 Q1	$996K	Sell	6,000 -225	-4%	-$37K	0.01%	626
2021 Q4	$1.04M	Hold	6,225	–	–	0.01%	620
2021 Q3	$974K	Hold	6,225	–	–	0.01%	625
2021 Q2	$987K	Buy	6,225 +645	+12%	+$102K	0.01%	596
2021 Q1	$846K	Buy	5,580 +1,290	+30%	+$187K	0.01%	560
2020 Q4	$587K	Buy	+4,290	New	+$550K	﹤0.01%	623

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vontobel Holding's IWD Position: Q2 2025 in Review

Vontobel Holding sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 4,764 shares — an estimated $896K sold.

Vontobel Holding first reported a position in IWD in Q4 2020 and held it in 17 quarters. The position peaked at $1.04M in Q4 2021. 1,740 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Vontobel Holding reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Vontobel Holding sold 4,764 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $896K.
Vontobel Holding first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 17 quarters.
Vontobel Holding's iShares Russell 1000 Value ETF position peaked at $1.04M in Q4 2021.
1,740 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Vontobel Holding's 13F filing for Q2 2025, filed 23 Jul 2025.