Harvey Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $842K | Hold |
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|
2025
Q2 | $760K | Hold |
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|
2025
Q1 | $647K | Sell |
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|
2024
Q4 | $711K | Hold |
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|
2024
Q3 | $670K | Hold |
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|
2024
Q2 | $648K | Hold |
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|
2024
Q1 | $591K | Hold |
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|
2023
Q4 | $526K | Hold |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $493K | Hold |
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|
2023
Q1 | $447K | Hold |
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|
2022
Q4 | $410K | Hold |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $534K | Hold |
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|
2021
Q4 | $585K | Hold |
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|
2021
Q3 | $517K | Hold |
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|
2021
Q2 | $509K | Hold |
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|
2021
Q1 | $455K | Hold |
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|
2020
Q4 | $446K | Hold |
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|
2020
Q3 | $404K | Hold |
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|
2020
Q2 | $363K | Hold |
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|
2020
Q1 | $288K | Hold |
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|
2019
Q4 | $338K | Hold |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $313K | Hold |
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|
2019
Q1 | $301K | Hold |
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|
2018
Q4 | $263K | Hold |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $284K | Hold |
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|
2018
Q1 | $271K | Buy |
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|
2017
Q4 | $259K | Sell |
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|
2017
Q3 | $315K | Hold |
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|
2017
Q2 | $301K | Hold |
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|
2017
Q1 | $289K | Hold |
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|
2016
Q4 | $267K | Hold |
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|
2016
Q3 | $267K | Hold |
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|
2016
Q2 | $256K | Hold |
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|
2016
Q1 | $254K | Hold |
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|
2015
Q4 | $254K | Hold |
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|
2015
Q3 | $237K | Hold |
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|
2015
Q2 | $252K | Hold |
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|
2015
Q1 | $250K | Hold |
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|
2014
Q4 | $245K | Hold |
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|
2014
Q3 | $235K | Hold |
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|
2014
Q2 | $231K | Hold |
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|
2014
Q1 | $219K | Hold |
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|
2013
Q4 | $217K | Sell |
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|
2013
Q3 | $205K | Sell |
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|
2013
Q2 | $403K | Buy |
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