Vontobel Holding
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Vontobel Holding’s iShares Russell 2000 ETF IWM Stock Holding History

Vontobel Holding’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.69M Buy
6,076
+1,772
+41% +$520K 0.01% 683
2026
Q2 		$1.29M Sell
4,304
-73,749
-94% -$20.7M ﹤0.01% 737
2026
Q1 		$19.4M Buy
78,053
+73,321
+1,549% +$18.9M 0.07% 212
2025
Q4 		$1.16M Sell
4,732
-6,874
-59% -$1.69M ﹤0.01% 715
2025
Q3 		$2.81M Buy
11,606
+3,138
+37% +$720K 0.01% 485
2025
Q2 		$1.83M Sell
8,468
-13,558
-62% -$2.73M 0.01% 541
2025
Q1 		$4.39M Sell
22,026
-21,351
-49% -$4.63M 0.02% 338
2024
Q4 		$9.6M Buy
43,377
+4,795
+12% +$1.09M 0.03% 231
2024
Q3 		$8.52M Buy
38,582
+13,589
+54% +$2.91M 0.03% 237
2024
Q2 		$5.07M Buy
24,993
+10,374
+71% +$2.1M 0.02% 300
2024
Q1 		$3.07M Sell
14,619
-3,013
-17% -$601K 0.02% 382
2023
Q4 		$3.54M Buy
17,632
+4,738
+37% +$849K 0.03% 349
2023
Q3 		$2.28M Sell
12,894
-15,055
-54% -$2.83M 0.02% 401
2023
Q2 		$5.23M Buy
27,949
+2,489
+10% +$444K 0.05% 292
2023
Q1 		$4.54M Sell
25,460
-6,244
-20% -$1.15M 0.04% 294
2022
Q4 		$5.53M Buy
31,704
+2,648
+9% +$471K 0.06% 270
2022
Q3 		$4.79M Sell
29,056
-1,282
-4% -$234K 0.06% 271
2022
Q2 		$5.14M Buy
30,338
+10,858
+56% +$2M 0.06% 248
2022
Q1 		$4M Sell
19,480
-1,114
-5% -$227K 0.03% 309
2021
Q4 		$4.58M Buy
20,594
+18,921
+1,131% +$4.28M 0.04% 281
2021
Q3 		$366K Sell
1,673
-2,578
-61% -$572K ﹤0.01% 890
2021
Q2 		$975K Sell
4,251
-1,724
-29% -$388K 0.01% 598
2021
Q1 		$1.32M Buy
5,975
+1,073
+22% +$234K 0.01% 479
2020
Q4 		$961K Buy
+4,902
New +$858K 0.01% 535

Other funds holding IWM

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Vontobel Holding's IWM Position: Q3 2026 in Review

Vontobel Holding increased its iShares Russell 2000 ETF (IWM) stake by 41% in Q3 2026, buying an estimated $520K and bringing the position to 6,076 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #683.

Vontobel Holding first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $19.4M in Q1 2026. 1,327 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Vontobel Holding held 6,076 shares of iShares Russell 2000 ETF worth $1.69M as of Q3 2026.
  • Vontobel Holding bought 1,772 iShares Russell 2000 ETF shares in Q3 2026, an estimated $520K.
  • iShares Russell 2000 ETF made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #683 holding.
  • Vontobel Holding first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's iShares Russell 2000 ETF position peaked at $19.4M in Q1 2026.
  • 1,327 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.