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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$4.73M	Buy	43,828 +1,168	+3%	+$126K	2.93%	9
2021 Q4	$4.88M	Sell	42,660 -2,335	-5%	-$266K	3.24%	7
2021 Q3	$4.91M	Sell	44,995 -4,540	-9%	-$500K	3.28%	7
2021 Q2	$5.6M	Buy	49,535 +11,539	+30%	+$1.29M	3.73%	7
2021 Q1	$4.12M	Buy	37,996 +147	+0.4%	+$15.4K	3.28%	8
2020 Q4	$3.48M	Buy	37,849 +654	+2%	+$53.7K	2.7%	9
2020 Q3	$2.61M	Buy	37,195 +2,299	+7%	+$165K	2.21%	10
2020 Q2	$2.38M	Sell	34,896 -447	-1%	-$28.2K	2.18%	12
2020 Q1	$1.98M	Sell	35,343 -1,823	-5%	-$136K	1.72%	12
2019 Q4	$3.12M	Buy	+37,166	New	+$2.99M	2.95%	10

Other funds holding IJR

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

SVB Investment Services increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.7% in Q1 2022, buying an estimated $126K and bringing the position to 43,828 shares worth $4.73M. The position accounts for 2.93% of the portfolio, ranked #9.

SVB Investment Services first reported a position in IJR in Q4 2019 and has held it in 10 quarters since. The position peaked at $5.6M in Q2 2021. 2,059 funds tracked by Wall St. Rank hold IJR as of Q1 2022.

SVB Investment Services held 43,828 shares of iShares Core S&P Small-Cap ETF worth $4.73M as of Q1 2022.
SVB Investment Services bought 1,168 iShares Core S&P Small-Cap ETF shares in Q1 2022, an estimated $126K.
iShares Core S&P Small-Cap ETF made up 2.93% of SVB Investment Services's portfolio in Q1 2022, its #9 holding.
SVB Investment Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares Core S&P Small-Cap ETF position peaked at $5.6M in Q2 2021.
2,059 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2022.

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