Silicon Valley Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.2M | Sell |
274,726
-1,632
| -0.6% | -$180K | 3.16% | 11 |
|
2025
Q1 | $25.6M | Sell |
276,358
-1,887
| -0.7% | -$175K | 3.34% | 9 |
|
2024
Q4 | $28.3M | Sell |
278,245
-3,015
| -1% | -$306K | 3.15% | 12 |
|
2024
Q3 | $26.9M | Sell |
281,260
-7,852
| -3% | -$752K | 3.51% | 9 |
|
2024
Q2 | $26.8M | Sell |
289,112
-4,615
| -2% | -$427K | 3.68% | 9 |
|
2024
Q1 | $24.8M | Sell |
293,727
-8,632
| -3% | -$729K | 3.7% | 9 |
|
2023
Q4 | $22.7M | Sell |
302,359
-3,986
| -1% | -$299K | 3.81% | 8 |
|
2023
Q3 | $21M | Sell |
306,345
-2,311
| -0.7% | -$158K | 3.93% | 8 |
|
2023
Q2 | $21.8M | Sell |
308,656
-10,384
| -3% | -$732K | 4.06% | 7 |
|
2023
Q1 | $20.4M | Sell |
319,040
-10,261
| -3% | -$656K | 4.27% | 7 |
|
2022
Q4 | $19.3M | Sell |
329,301
-387,970
| -54% | -$22.7M | 4.41% | 6 |
|
2022
Q3 | $41.5M | Sell |
717,271
-4,396
| -0.6% | -$254K | 9% | 4 |
|
2022
Q2 | $43.6M | Sell |
721,667
-15,052
| -2% | -$908K | 9.05% | 4 |
|
2022
Q1 | $56.3M | Sell |
736,719
-28,627
| -4% | -$2.19M | 9.24% | 4 |
|
2021
Q4 | $64M | Buy |
765,346
+412,990
| +117% | +$34.6M | 10.06% | 4 |
|
2021
Q3 | $26M | Sell |
352,356
-778
| -0.2% | -$57.5K | 4.96% | 6 |
|
2021
Q2 | $25.7M | Sell |
353,134
-17,327
| -5% | -$1.26M | 5.11% | 6 |
|
2021
Q1 | $24.1M | Sell |
370,461
-259,356
| -41% | -$16.9M | 5.29% | 4 |
|
2020
Q4 | $40.2M | Sell |
629,817
-1,671
| -0.3% | -$107K | 8.65% | 3 |
|
2020
Q3 | $36.5M | Buy |
631,488
+1,940
| +0.3% | +$112K | 9.11% | 3 |
|
2020
Q2 | $32.7M | Sell |
629,548
-7,024
| -1% | -$364K | 10.15% | 3 |
|
2020
Q1 | $26.3M | Sell |
636,572
-28,704
| -4% | -$1.18M | 10.51% | 3 |
|
2019
Q4 | $32.2M | Buy |
665,276
+8,512
| +1% | +$412K | 10.87% | 3 |
|
2019
Q3 | $29.6M | Sell |
656,764
-436
| -0.1% | -$19.6K | 11.57% | 3 |
|
2019
Q2 | $29.4M | Buy |
657,200
+1,656
| +0.3% | +$74.2K | 11.84% | 3 |
|
2019
Q1 | $28.2M | Buy |
655,544
+18,128
| +3% | +$781K | 12.07% | 3 |
|
2018
Q4 | $24M | Buy |
637,416
+3,500
| +0.6% | +$132K | 12.06% | 3 |
|
2018
Q3 | $28.1M | Sell |
633,916
-216
| -0% | -$9.57K | 11.71% | 4 |
|
2018
Q2 | $26.7M | Buy |
634,132
+27,016
| +4% | +$1.14M | 12.78% | 3 |
|
2018
Q1 | $23.5M | Sell |
607,116
-2,184
| -0.4% | -$84.7K | 13.76% | 3 |
|
2017
Q4 | $23.3M | Buy |
609,300
+5,160
| +0.9% | +$197K | 14.08% | 2 |
|
2017
Q3 | $21.7M | Buy |
604,140
+5,732
| +1% | +$206K | 14.96% | 2 |
|
2017
Q2 | $20.5M | Buy |
598,408
+41,788
| +8% | +$1.43M | 13.81% | 2 |
|
2017
Q1 | $18.3M | Buy |
556,620
+70,964
| +15% | +$2.33M | 11.42% | 2 |
|
2016
Q4 | $14.8M | Sell |
485,656
-156,900
| -24% | -$4.78M | 9.98% | 2 |
|
2016
Q3 | $19.5M | Sell |
642,556
-84,256
| -12% | -$2.56M | 14.35% | 3 |
|
2016
Q2 | $21.2M | Sell |
726,812
-111,792
| -13% | -$3.26M | 16.32% | 3 |
|
2016
Q1 | $24.3M | Buy |
+838,604
| New | +$24.3M | 19.59% | 3 |
|