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	–	Sell	-105,500	Closed	-$26M	–	1353
2025 Q4	$26M	Buy	105,500 +83,000	+369%	+$20.4M	0.08%	190
2025 Q3	$5.44M	Sell	22,500 -196,300	-90%	-$45M	0.02%	368
2025 Q2	$47.2M	Buy	+218,800	New	+$44M	0.15%	106

Other funds holding IWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.