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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$760K	Hold	6,975	–	–	0.18%	56
2025 Q1	$647K	Sell	6,975 -25	-0.4%	-$2.32K	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%	+$7.74K	0.1%	71
2017 Q4	$259K	Sell	6,800 -2,000	-23%	-$76.2K	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%	-$9.86K	0.09%	78
2013 Q3	$205K	Sell	9,200 -10,000	-52%	-$223K	0.1%	55
2013 Q2	$403K	Buy	+19,200	New	+$403K	0.25%	51