Vontobel Holding’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vontobel Holding’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,600	Closed	-$867K	–	1291
2025 Q1	$867K	Hold	9,600	–	–	﹤0.01%	629
2024 Q4	$964K	Hold	9,600	–	–	﹤0.01%	608
2024 Q3	$901K	Sell	9,600 -1,792	-16%	-$162K	﹤0.01%	614
2024 Q2	$1.04M	Hold	11,392	–	–	﹤0.01%	561
2024 Q1	$960K	Hold	11,392	–	–	0.01%	594
2023 Q4	$863K	Sell	11,392 -9,400	-45%	-$665K	0.01%	636
2023 Q3	$1.38M	Buy	20,792 +4,340	+26%	+$300K	0.01%	513
2023 Q2	$1.13M	Hold	16,452	–	–	0.01%	568
2023 Q1	$1M	Buy	16,452 +11,392	+225%	+$656K	0.01%	591
2022 Q4	$271K	Hold	5,060	–	–	﹤0.01%	911
2022 Q3	$266K	Buy	+5,060	New	+$298K	﹤0.01%	883

Other funds holding IWF

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Vontobel Holding's IWF Position: Q2 2025 in Review

Vontobel Holding sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 9,600 shares — an estimated $867K sold.

Vontobel Holding first reported a position in IWF in Q3 2022 and held it in 11 quarters. The position peaked at $1.38M in Q3 2023. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Vontobel Holding reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Vontobel Holding sold 9,600 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $867K.
Vontobel Holding first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 11 quarters.
Vontobel Holding's iShares Russell 1000 Growth ETF position peaked at $1.38M in Q3 2023.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

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