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 Q2	$1.09M	Hold	9,925	–	–	﹤0.01%	788
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 $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Vontobel Holding's IWR Position: Q2 2026 in Review

Vontobel Holding held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 9,925 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Vontobel Holding first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Vontobel Holding held 9,925 shares of iShares Russell Mid-Cap ETF worth $1.09M as of Q2 2026.
Vontobel Holding left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #788 holding.
Vontobel Holding first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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