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
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 		$9.58M 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Vontobel Holding's IWM Position: Q1 2026 in Review

Vontobel Holding increased its iShares Russell 2000 ETF (IWM) stake by 1,549% in Q1 2026, buying an estimated $18.9M and bringing the position to 78,053 shares worth $19.4M. The position accounts for 0.07% of the portfolio, ranked #212.

Vontobel Holding first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Vontobel Holding held 78,053 shares of iShares Russell 2000 ETF worth $19.4M as of Q1 2026.
  • Vontobel Holding bought 73,321 iShares Russell 2000 ETF shares in Q1 2026, an estimated $18.9M.
  • iShares Russell 2000 ETF made up 0.07% of Vontobel Holding's portfolio in Q1 2026, its #212 holding.
  • Vontobel Holding first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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