SVB Investment Services’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$214K	Buy	1,373 +3	+0.2%	+$462	0.13%	41
2021 Q4	$220K	Buy	+1,370	New	+$208K	0.15%	38
2021 Q3	–	Sell	-1,373	Closed	-$203K	–	38
2021 Q2	$203K	Buy	+1,373	New	+$202K	0.14%	37
2021 Q1	–	Sell	-1,373	Closed	-$176K	–	43
2020 Q4	$176K	Hold	1,373	–	–	0.14%	41
2020 Q3	$154K	Hold	1,373	–	–	0.13%	43
2020 Q2	$149K	Buy	1,373 +980	+249%	+$104K	0.14%	38
2020 Q1	$38K	Hold	393	–	–	0.03%	44
2019 Q4	$51K	Buy	+393	New	+$48.9K	0.05%	44

Other funds holding IVE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

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

SVB Investment Services increased its iShares S&P 500 Value ETF (IVE) stake by 0.22% in Q1 2022, buying an estimated $462 and bringing the position to 1,373 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #41.

SVB Investment Services first reported a position in IVE in Q4 2019 and has held it in 8 quarters since. The position peaked at $220K in Q4 2021. 1,072 funds tracked by Wall St. Rank hold IVE as of Q1 2022.

SVB Investment Services held 1,373 shares of iShares S&P 500 Value ETF worth $214K as of Q1 2022.
SVB Investment Services bought 3 iShares S&P 500 Value ETF shares in Q1 2022, an estimated $462.
iShares S&P 500 Value ETF made up 0.13% of SVB Investment Services's portfolio in Q1 2022, its #41 holding.
SVB Investment Services first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 8 quarters since.
SVB Investment Services's iShares S&P 500 Value ETF position peaked at $220K in Q4 2021.
1,072 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2022.

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