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

SVB Investment Services’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-710
Closed -$69K – 47
2020
Q4 		$69K Hold
710
– – 0.05% 50
2020
Q3 		$57K Hold
710
– – 0.05% 48
2020
Q2 		$54K Hold
710
– – 0.05% 47
2020
Q1 		$45K Sell
710
-987
-58% -$84.4K 0.04% 42
2019
Q4 		$161K Buy
+1,697
New +$155K 0.15% 37

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SVB Investment Services's IWS Position: Q1 2021 in Review

SVB Investment Services sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2021, closing a stake of 710 shares — an estimated $69K sold.

SVB Investment Services first reported a position in IWS in Q4 2019 and held it in 5 quarters. The position peaked at $161K in Q4 2019. 656 funds tracked by Wall St. Rank hold IWS as of Q1 2021.

  • SVB Investment Services reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 710 iShares Russell Mid-Cap Value ETF shares in Q1 2021, an estimated $69K.
  • SVB Investment Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's iShares Russell Mid-Cap Value ETF position peaked at $161K in Q4 2019.
  • 656 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.