SVB Investment Services’s iShares Core US REIT ETF USRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$466K	Buy	7,211 +1	+0%	+$63	0.29%	34
2021 Q4	$490K	Sell	7,210 -1	-0%	-$64	0.33%	32
2021 Q3	$423K	Hold	7,211	–	–	0.28%	33
2021 Q2	$421K	Hold	7,211	–	–	0.28%	31
2021 Q1	$377K	Hold	7,211	–	–	0.3%	30
2020 Q4	$349K	Hold	7,211	–	–	0.27%	31
2020 Q3	$315K	Hold	7,211	–	–	0.27%	32
2020 Q2	$314K	Buy	+7,211	New	+$303K	0.29%	29

Other funds holding USRT

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

SVB Investment Services increased its iShares Core US REIT ETF (USRT) stake by 0.01% in Q1 2022, buying an estimated $63 and bringing the position to 7,211 shares worth $466K. The position accounts for 0.29% of the portfolio, ranked #34.

SVB Investment Services first reported a position in USRT in Q2 2020 and has held it in 8 quarters since. The position peaked at $490K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

SVB Investment Services held 7,211 shares of iShares Core US REIT ETF worth $466K as of Q1 2022.
SVB Investment Services bought 1 iShares Core US REIT ETF share in Q1 2022, an estimated $63.
iShares Core US REIT ETF made up 0.29% of SVB Investment Services's portfolio in Q1 2022, its #34 holding.
SVB Investment Services first reported a position in iShares Core US REIT ETF in Q2 2020 and has held it in 8 quarters since.
SVB Investment Services's iShares Core US REIT ETF position peaked at $490K in Q4 2021.
293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

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