SVB Investment Services’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2.35M	Buy	9,388 +8	+0.1%	+$1.98K	1.46%	14
2021 Q4	$2.48M	Buy	9,380 +111	+1%	+$28.6K	1.65%	13
2021 Q3	$2.24M	Hold	9,269	–	–	1.49%	12
2021 Q2	$2.24M	Buy	9,269 +63	+0.7%	+$14.8K	1.5%	12
2021 Q1	$2.06M	Sell	9,206 -615	-6%	-$135K	1.64%	12
2020 Q4	$2.08M	Sell	9,821 -223	-2%	-$44.5K	1.61%	12
2020 Q3	$1.88M	Sell	10,044 -1,247	-11%	-$230K	1.59%	12
2020 Q2	$1.94M	Sell	11,291 -408	-3%	-$66K	1.77%	14
2020 Q1	$1.66M	Buy	11,699 +9,126	+355%	+$1.54M	1.44%	15
2019 Q4	$459K	Buy	+2,573	New	+$439K	0.44%	27

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

SVB Investment Services increased its iShares Russell 1000 ETF (IWB) stake by 0.09% in Q1 2022, buying an estimated $1.98K and bringing the position to 9,388 shares worth $2.35M. The position accounts for 1.46% of the portfolio, ranked #14.

SVB Investment Services first reported a position in IWB in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.48M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

SVB Investment Services held 9,388 shares of iShares Russell 1000 ETF worth $2.35M as of Q1 2022.
SVB Investment Services bought 8 iShares Russell 1000 ETF shares in Q1 2022, an estimated $1.98K.
iShares Russell 1000 ETF made up 1.46% of SVB Investment Services's portfolio in Q1 2022, its #14 holding.
SVB Investment Services first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares Russell 1000 ETF position peaked at $2.48M in Q4 2021.
1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

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