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 Q2	$300K	Buy	+1,000	New	+$281K	﹤0.01%	1230
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 $1.55T 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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vontobel Holding's IWM Position: Q2 2026 in Review

Vontobel Holding reduced its iShares Russell 2000 ETF (IWM) stake by 94% in Q2 2026, selling an estimated $20.7M and leaving 4,304 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Vontobel Holding first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.4M in Q1 2026. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Vontobel Holding held 4,304 shares of iShares Russell 2000 ETF worth $1.29M as of Q2 2026.
Vontobel Holding sold 73,749 iShares Russell 2000 ETF shares in Q2 2026, an estimated $20.7M.
iShares Russell 2000 ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #737 holding.
Vontobel Holding first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
Vontobel Holding's iShares Russell 2000 ETF position peaked at $19.4M in Q1 2026.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.