SVB Investment Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SVB Investment Services’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.06M	Buy	19,745 +445	+2%	+$23.7K	0.66%	24
2021 Q4	$1.09M	Buy	19,300 +120	+0.6%	+$6.68K	0.72%	20
2021 Q3	$1.01M	Buy	19,180 +5,940	+45%	+$320K	0.67%	19
2021 Q2	$712K	Sell	13,240 -1,170	-8%	-$63.2K	0.47%	25
2021 Q1	$714K	Hold	14,410	–	–	0.57%	24
2020 Q4	$662K	Hold	14,410	–	–	0.51%	28
2020 Q3	$534K	Buy	14,410 +545	+4%	+$20.4K	0.45%	29
2020 Q2	$493K	Sell	13,865 -445	-3%	-$14.8K	0.45%	28
2020 Q1	$412K	Sell	14,310 -235	-2%	-$8.74K	0.36%	29
2019 Q4	$599K	Buy	+14,545	New	+$576K	0.57%	22

Other funds holding IJH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

SVB Investment Services's IJH Position: Q1 2022 in Review

SVB Investment Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q1 2022, buying an estimated $23.7K and bringing the position to 19,745 shares worth $1.06M. The position accounts for 0.66% of the portfolio, ranked #24.

SVB Investment Services first reported a position in IJH in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.09M in Q4 2021. 1,840 funds tracked by Wall St. Rank hold IJH as of Q1 2022.

SVB Investment Services held 19,745 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q1 2022.
SVB Investment Services bought 445 iShares Core S&P Mid-Cap ETF shares in Q1 2022, an estimated $23.7K.
iShares Core S&P Mid-Cap ETF made up 0.66% of SVB Investment Services's portfolio in Q1 2022, its #24 holding.
SVB Investment Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares Core S&P Mid-Cap ETF position peaked at $1.09M in Q4 2021.
1,840 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.