SVB Investment Services’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.47M	Buy	+35,992	New	+$1.33M	0.91%	21

Other funds holding IYE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

SVB Investment Services opened a new position in iShares US Energy ETF (IYE) in Q1 2022: 35,992 shares worth $1.47M. The stake represents 0.91% of the portfolio and ranks #21 among its holdings.

389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

SVB Investment Services held 35,992 shares of iShares US Energy ETF worth $1.47M as of Q1 2022.
iShares US Energy ETF was a new SVB Investment Services position in Q1 2022.
iShares US Energy ETF made up 0.91% of SVB Investment Services's portfolio in Q1 2022, its #21 holding.
389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

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