SVB Investment Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$273K	Sell	2,488 -2	-0.1%	-$216	0.17%	38
2021 Q4	$280K	Buy	2,490 +2	+0.1%	+$218	0.19%	34
2021 Q3	$256K	Hold	2,488	–	–	0.17%	34
2021 Q2	$262K	Hold	2,488	–	–	0.17%	33
2021 Q1	$253K	Hold	2,488	–	–	0.2%	34
2020 Q4	$215K	Hold	2,488	–	–	0.17%	38
2020 Q3	$168K	Buy	2,488 +388	+18%	+$26.8K	0.14%	41
2020 Q2	$140K	Hold	2,100	–	–	0.13%	40
2020 Q1	$115K	Hold	2,100	–	–	0.1%	37
2019 Q4	$179K	Buy	+2,100	New	+$173K	0.17%	36

Other funds holding IJJ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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

SVB Investment Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.08% in Q1 2022, selling an estimated $216 and leaving 2,488 shares worth $273K. The position accounts for 0.17% of the portfolio, ranked #38.

SVB Investment Services first reported a position in IJJ in Q4 2019 and has held it in 10 quarters since. The position peaked at $280K in Q4 2021. 682 funds tracked by Wall St. Rank hold IJJ as of Q1 2022.

SVB Investment Services held 2,488 shares of iShares S&P Mid-Cap 400 Value ETF worth $273K as of Q1 2022.
SVB Investment Services sold 2 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2022, an estimated $216.
iShares S&P Mid-Cap 400 Value ETF made up 0.17% of SVB Investment Services's portfolio in Q1 2022, its #38 holding.
SVB Investment Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $280K in Q4 2021.
682 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2022.

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