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SVB Investment Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SVB Investment Services’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,420
Closed -$200K – 43
2021
Q4 		$200K Buy
+2,420
New +$199K 0.13% 39
2021
Q1 		– Sell
-2,421
Closed -$166K – 46
2020
Q4 		$166K Hold
2,421
– – 0.13% 42
2020
Q3 		$139K Hold
2,421
– – 0.12% 44
2020
Q2 		$130K Buy
2,421
+2,189
+944% +$110K 0.12% 42
2020
Q1 		$10K Hold
232
– – 0.01% 51
2019
Q4 		$14K Buy
+232
New +$13.3K 0.01% 53

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SVB Investment Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2022, closing a stake of 2,420 shares — an estimated $200K sold.

SVB Investment Services first reported a position in IWR in Q4 2019 and held it in 6 quarters. The position peaked at $200K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold IWR as of Q1 2022.

  • SVB Investment Services reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • SVB Investment Services sold 2,420 iShares Russell Mid-Cap ETF shares in Q1 2022, an estimated $200K.
  • SVB Investment Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 6 quarters.
  • SVB Investment Services's iShares Russell Mid-Cap ETF position peaked at $200K in Q4 2021.
  • 1,128 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2022.

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