Vontobel Holding’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vontobel Holding’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$965K	Hold	9,925	–	–	﹤0.01%	667
2025 Q4	$955K	Hold	9,925	–	–	﹤0.01%	768
2025 Q3	$958K	Hold	9,925	–	–	﹤0.01%	737
2025 Q2	$913K	Hold	9,925	–	–	﹤0.01%	710
2025 Q1	$844K	Hold	9,925	–	–	﹤0.01%	637
2024 Q4	$877K	Buy	+9,925	New	+$901K	﹤0.01%	634

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Vontobel Holding's IWR Position: Q1 2026 in Review

Vontobel Holding held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 9,925 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Vontobel Holding first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Vontobel Holding held 9,925 shares of iShares Russell Mid-Cap ETF worth $965K as of Q1 2026.
Vontobel Holding left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #667 holding.
Vontobel Holding first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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