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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$240K	Hold	3,100	–	–	0.15%	40
2021 Q4	$260K	Hold	3,100	–	–	0.17%	36
2021 Q3	$245K	Hold	3,100	–	–	0.16%	35
2021 Q2	$251K	Hold	3,100	–	–	0.17%	34
2021 Q1	$242K	Hold	3,100	–	–	0.19%	35
2020 Q4	$224K	Hold	3,100	–	–	0.17%	37
2020 Q3	$185K	Buy	3,100 +472	+18%	+$28.1K	0.16%	39
2020 Q2	$147K	Hold	2,628	–	–	0.13%	39
2020 Q1	$117K	Hold	2,628	–	–	0.1%	36
2019 Q4	$156K	Buy	+2,628	New	+$151K	0.15%	38

Other funds holding IJK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

SVB Investment Services held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2022 at 3,100 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #40.

SVB Investment Services first reported a position in IJK in Q4 2019 and has held it in 10 quarters since. The position peaked at $260K in Q4 2021. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

SVB Investment Services held 3,100 shares of iShares S&P Mid-Cap 400 Growth ETF worth $240K as of Q1 2022.
SVB Investment Services left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2022.
iShares S&P Mid-Cap 400 Growth ETF made up 0.15% of SVB Investment Services's portfolio in Q1 2022, its #40 holding.
SVB Investment Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $260K in Q4 2021.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

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