SVB Investment Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$326K	Buy	4,265 +1,305	+44%	+$98K	0.2%	37
2021 Q4	$250K	Hold	2,960	–	–	0.17%	37
2021 Q3	$219K	Hold	2,960	–	–	0.15%	36
2021 Q2	$215K	Buy	+2,960	New	+$205K	0.14%	36
2021 Q1	–	Sell	-2,960	Closed	-$189K	–	44
2020 Q4	$189K	Hold	2,960	–	–	0.15%	40
2020 Q3	$171K	Hold	2,960	–	–	0.14%	40
2020 Q2	$154K	Buy	+2,960	New	+$142K	0.14%	36

Other funds holding IVW

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

SVB Investment Services increased its iShares S&P 500 Growth ETF (IVW) stake by 44% in Q1 2022, buying an estimated $98K and bringing the position to 4,265 shares worth $326K. The position accounts for 0.2% of the portfolio, ranked #37.

SVB Investment Services first reported a position in IVW in Q2 2020 and has held it in 7 quarters since. 1,298 funds tracked by Wall St. Rank hold IVW as of Q1 2022.

SVB Investment Services held 4,265 shares of iShares S&P 500 Growth ETF worth $326K as of Q1 2022.
SVB Investment Services bought 1,305 iShares S&P 500 Growth ETF shares in Q1 2022, an estimated $98K.
iShares S&P 500 Growth ETF made up 0.2% of SVB Investment Services's portfolio in Q1 2022, its #37 holding.
SVB Investment Services first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 7 quarters since.
1,298 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2022.

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