SVB Investment Services’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.7M	Buy	3,739 +209	+6%	+$93.5K	1.05%	18
2021 Q4	$1.68M	Buy	3,530 +124	+4%	+$57.1K	1.12%	17
2021 Q3	$1.47M	Buy	3,406 +294	+9%	+$130K	0.98%	17
2021 Q2	$1.34M	Buy	3,112 +154	+5%	+$64.5K	0.89%	18
2021 Q1	$1.18M	Hold	2,958	–	–	0.94%	19
2020 Q4	$1.11M	Sell	2,958 -389	-12%	-$138K	0.86%	19
2020 Q3	$1.13M	Hold	3,347	–	–	0.95%	19
2020 Q2	$1.04M	Sell	3,347 -228	-6%	-$66.9K	0.95%	19
2020 Q1	$924K	Sell	3,575 -1,866	-34%	-$572K	0.8%	19
2019 Q4	$1.76M	Buy	+5,441	New	+$1.68M	1.67%	15

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SVB Investment Services increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q1 2022, buying an estimated $93.5K and bringing the position to 3,739 shares worth $1.7M. The position accounts for 1.05% of the portfolio, ranked #18.

SVB Investment Services first reported a position in IVV in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.76M in Q4 2019. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

SVB Investment Services held 3,739 shares of iShares Core S&P 500 ETF worth $1.7M as of Q1 2022.
SVB Investment Services bought 209 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $93.5K.
iShares Core S&P 500 ETF made up 1.05% of SVB Investment Services's portfolio in Q1 2022, its #18 holding.
SVB Investment Services first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares Core S&P 500 ETF position peaked at $1.76M in Q4 2019.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

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