Harvey Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Harvey Capital Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$959K	Hold	6,975	–	–	0.2%	55
2026 Q1	$789K	Hold	6,975	–	–	0.18%	55
2025 Q4	$860K	Hold	6,975	–	–	0.18%	54
2025 Q3	$842K	Hold	6,975	–	–	0.18%	58
2025 Q2	$760K	Hold	6,975	–	–	0.18%	56
2025 Q1	$647K	Sell	6,975 -25	-0.4%	-$2.52K	0.17%	58
2024 Q4	$711K	Hold	7,000	–	–	0.17%	62
2024 Q3	$670K	Hold	7,000	–	–	0.17%	60
2024 Q2	$648K	Hold	7,000	–	–	0.17%	61
2024 Q1	$591K	Hold	7,000	–	–	0.17%	62
2023 Q4	$526K	Hold	7,000	–	–	0.17%	60
2023 Q3	$479K	Hold	7,000	–	–	0.17%	61
2023 Q2	$493K	Hold	7,000	–	–	0.18%	62
2023 Q1	$447K	Hold	7,000	–	–	0.18%	64
2022 Q4	$410K	Hold	7,000	–	–	0.17%	62
2022 Q3	$404K	Hold	7,000	–	–	0.18%	61
2022 Q2	$422K	Hold	7,000	–	–	0.16%	62
2022 Q1	$534K	Hold	7,000	–	–	0.16%	55
2021 Q4	$585K	Hold	7,000	–	–	0.18%	60
2021 Q3	$517K	Hold	7,000	–	–	0.18%	62
2021 Q2	$509K	Hold	7,000	–	–	0.17%	62
2021 Q1	$455K	Hold	7,000	–	–	0.17%	62
2020 Q4	$446K	Hold	7,000	–	–	0.18%	58
2020 Q3	$404K	Hold	7,000	–	–	0.18%	60
2020 Q2	$363K	Hold	7,000	–	–	0.18%	59
2020 Q1	$288K	Hold	7,000	–	–	0.19%	55
2019 Q4	$338K	Hold	7,000	–	–	0.15%	66
2019 Q3	$315K	Hold	7,000	–	–	0.16%	67
2019 Q2	$313K	Hold	7,000	–	–	0.15%	68
2019 Q1	$301K	Hold	7,000	–	–	0.14%	68
2018 Q4	$263K	Hold	7,000	–	–	0.14%	68
2018 Q3	$310K	Hold	7,000	–	–	0.12%	65
2018 Q2	$284K	Hold	7,000	–	–	0.11%	69
2018 Q1	$271K	Buy	7,000 +200	+3%	+$7.98K	0.1%	71
2017 Q4	$259K	Sell	6,800 -2,000	-23%	-$74.7K	0.09%	77
2017 Q3	$315K	Hold	8,800	–	–	0.13%	65
2017 Q2	$301K	Hold	8,800	–	–	0.13%	67
2017 Q1	$289K	Hold	8,800	–	–	0.13%	65
2016 Q4	$267K	Hold	8,800	–	–	0.12%	67
2016 Q3	$267K	Hold	8,800	–	–	0.08%	67
2016 Q2	$256K	Hold	8,800	–	–	0.13%	64
2016 Q1	$254K	Hold	8,800	–	–	0.12%	66
2015 Q4	$254K	Hold	8,800	–	–	0.1%	71
2015 Q3	$237K	Hold	8,800	–	–	0.09%	76
2015 Q2	$252K	Hold	8,800	–	–	0.09%	80
2015 Q1	$250K	Hold	8,800	–	–	0.09%	74
2014 Q4	$245K	Hold	8,800	–	–	0.09%	68
2014 Q3	$235K	Hold	8,800	–	–	0.09%	69
2014 Q2	$231K	Hold	8,800	–	–	0.08%	69
2014 Q1	$219K	Hold	8,800	–	–	0.09%	72
2013 Q4	$217K	Sell	8,800 -400	-4%	-$9.43K	0.09%	78
2013 Q3	$205K	Sell	9,200 -10,000	-52%	-$221K	0.1%	55
2013 Q2	$403K	Buy	+19,200	New	+$407K	0.25%	51

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Harvey Capital Management's IVW Position: Q2 2026 in Review

Harvey Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 6,975 shares worth $959K. The position accounts for 0.2% of the portfolio, ranked #55.

Harvey Capital Management first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Harvey Capital Management held 6,975 shares of iShares S&P 500 Growth ETF worth $959K as of Q2 2026.
Harvey Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.2% of Harvey Capital Management's portfolio in Q2 2026, its #55 holding.
Harvey Capital Management first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Harvey Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.