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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$657K	Sell	3,959 -1	-0%	-$164	0.41%	30
2021 Q4	$660K	Sell	3,960 -503	-11%	-$82.4K	0.44%	27
2021 Q3	$698K	Hold	4,463	–	–	0.47%	25
2021 Q2	$708K	Buy	4,463 +1	+0%	+$158	0.47%	26
2021 Q1	$676K	Sell	4,462 -875	-16%	-$127K	0.54%	26
2020 Q4	$730K	Sell	5,337 -75	-1%	-$9.62K	0.57%	25
2020 Q3	$639K	Sell	5,412 -186	-3%	-$22.1K	0.54%	28
2020 Q2	$630K	Sell	5,598 -161	-3%	-$17.7K	0.58%	26
2020 Q1	$571K	Buy	5,759 +1,848	+47%	+$230K	0.49%	24
2019 Q4	$534K	Buy	+3,911	New	+$515K	0.51%	24

Other funds holding IWD

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

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

SVB Investment Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.03% in Q1 2022, selling an estimated $164 and leaving 3,959 shares worth $657K. The position accounts for 0.41% of the portfolio, ranked #30.

SVB Investment Services first reported a position in IWD in Q4 2019 and has held it in 10 quarters since. The position peaked at $730K in Q4 2020. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

SVB Investment Services held 3,959 shares of iShares Russell 1000 Value ETF worth $657K as of Q1 2022.
SVB Investment Services sold 1 iShares Russell 1000 Value ETF share in Q1 2022, an estimated $164.
iShares Russell 1000 Value ETF made up 0.41% of SVB Investment Services's portfolio in Q1 2022, its #30 holding.
SVB Investment Services first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's iShares Russell 1000 Value ETF position peaked at $730K in Q4 2020.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

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