Vontobel Holding
IYW icon

Vontobel Holding’s iShares US Technology ETF IYW Stock Holding History

Vontobel Holding’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Buy
+1,241
New +$240K ﹤0.01% 1080
2023
Q1 		– Sell
-5,600
Closed -$417K – 1102
2022
Q4 		$417K Sell
5,600
-3,895
-41% -$298K ﹤0.01% 802
2022
Q3 		$697K Buy
+9,495
New +$805K 0.01% 629

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Vontobel Holding's IYW Position: Q1 2026 in Review

Vontobel Holding opened a new position in iShares US Technology ETF (IYW) in Q1 2026: 1,241 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings. This is a return to the name: Vontobel Holding previously reported a position in IYW as recently as Q4 2022.

Vontobel Holding first reported a position in IYW in Q3 2022 and has held it in 3 quarters since. The position peaked at $697K in Q3 2022. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Vontobel Holding held 1,241 shares of iShares US Technology ETF worth $225K as of Q1 2026.
  • iShares US Technology ETF was a new Vontobel Holding position in Q1 2026.
  • iShares US Technology ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #1080 holding.
  • Vontobel Holding first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 3 quarters since.
  • Vontobel Holding's iShares US Technology ETF position peaked at $697K in Q3 2022.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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