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
Q2 		$667K Buy
2,645
+1,404
+113% +$322K ﹤0.01% 959
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 $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vontobel Holding's IYW Position: Q2 2026 in Review

Vontobel Holding increased its iShares US Technology ETF (IYW) stake by 113% in Q2 2026, buying an estimated $322K and bringing the position to 2,645 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Vontobel Holding first reported a position in IYW in Q3 2022 and has held it in 4 quarters since. The position peaked at $697K in Q3 2022. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Vontobel Holding held 2,645 shares of iShares US Technology ETF worth $667K as of Q2 2026.
  • Vontobel Holding bought 1,404 iShares US Technology ETF shares in Q2 2026, an estimated $322K.
  • iShares US Technology ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #959 holding.
  • Vontobel Holding first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 4 quarters since.
  • Vontobel Holding's iShares US Technology ETF position peaked at $697K in Q3 2022.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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