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SVB Investment Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

SVB Investment Services’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-50
Closed -$6K – 42
2020
Q4 		$6K Hold
50
– – ﹤0.01% 59
2020
Q3 		$4K Hold
50
– – ﹤0.01% 56
2020
Q2 		$4K Hold
50
– – ﹤0.01% 54
2020
Q1 		$3K Hold
50
– – ﹤0.01% 52
2019
Q4 		$5K Buy
+50
New +$4.62K ﹤0.01% 54

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SVB Investment Services's IJT Position: Q1 2021 in Review

SVB Investment Services sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2021, closing a stake of 50 shares — an estimated $6K sold.

SVB Investment Services first reported a position in IJT in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 591 funds tracked by Wall St. Rank hold IJT as of Q1 2021.

  • SVB Investment Services reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 50 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2021, an estimated $6K.
  • SVB Investment Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $6K in Q4 2020.
  • 591 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.