SVB Investment Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$375K	Sell	3,716 -4	-0.1%	-$399	0.23%	36
2021 Q4	$400K	Sell	3,720 -1,366	-27%	-$143K	0.27%	33
2021 Q3	$500K	Hold	5,086	–	–	0.33%	30
2021 Q2	$502K	Hold	5,086	–	–	0.33%	29
2021 Q1	$465K	Hold	5,086	–	–	0.37%	29
2020 Q4	$439K	Buy	5,086 +2,426	+91%	+$196K	0.34%	29
2020 Q3	$201K	Buy	2,660 +1,290	+94%	+$96.3K	0.17%	37
2020 Q2	$95K	Sell	1,370 -1,031	-43%	-$67.4K	0.09%	43
2020 Q1	$137K	Sell	2,401 -2,540	-51%	-$174K	0.12%	35
2019 Q4	$359K	Buy	+4,941	New	+$344K	0.34%	29

Other funds holding ITOT

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

SVB Investment Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.11% in Q1 2022, selling an estimated $399 and leaving 3,716 shares worth $375K. The position accounts for 0.23% of the portfolio, ranked #36.

SVB Investment Services first reported a position in ITOT in Q4 2019 and has held it in 10 quarters since. The position peaked at $502K in Q2 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

SVB Investment Services held 3,716 shares of iShares Core S&P Total US Stock Market ETF worth $375K as of Q1 2022.
SVB Investment Services sold 4 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $399.
iShares Core S&P Total US Stock Market ETF made up 0.23% of SVB Investment Services's portfolio in Q1 2022, its #36 holding.
SVB Investment Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares Core S&P Total US Stock Market ETF position peaked at $502K in Q2 2021.
1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

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