SPC Financial Inc’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 | $27.1M | Sell |
224,358
-4,440
| -2% | -$511K | 2.12% | 15 |
|
|
2025
Q2 | $25.2M | Sell |
228,798
-4,843
| -2% | -$479K | 2.11% | 13 |
|
|
2025
Q1 | $21.7M | Sell |
233,641
-3,299
| -1% | -$333K | 1.91% | 15 |
|
|
2024
Q4 | $24.1M | Sell |
236,940
-3,493
| -1% | -$348K | 2.1% | 13 |
|
|
2024
Q3 | $23M | Sell |
240,433
-14,364
| -6% | -$1.33M | 2.03% | 13 |
|
|
2024
Q2 | $23.6M | Sell |
254,797
-2,128
| -0.8% | -$183K | 2.18% | 12 |
|
|
2024
Q1 | $21.7M | Sell |
256,925
-2,665
| -1% | -$214K | 2.04% | 15 |
|
|
2023
Q4 | $19.5M | Sell |
259,590
-4,808
| -2% | -$342K | 1.99% | 16 |
|
|
2023
Q3 | $18.1M | Sell |
264,398
-3,486
| -1% | -$247K | 2.03% | 14 |
|
|
2023
Q2 | $18.9M | Sell |
267,884
-691
| -0.3% | -$45.7K | 2.04% | 13 |
|
|
2023
Q1 | $17.2M | Buy |
268,575
+22,642
| +9% | +$1.38M | 1.96% | 16 |
|
|
2022
Q4 | $14.4M | Sell |
245,933
-1,164
| -0.5% | -$69.9K | 1.7% | 22 |
|
|
2022
Q3 | $14.3M | Sell |
247,097
-313
| -0.1% | -$20.3K | 1.78% | 19 |
|
|
2022
Q2 | $14.9M | Buy |
247,410
+4,943
| +2% | +$327K | 1.84% | 20 |
|
|
2022
Q1 | $18.5M | Sell |
242,467
-19,941
| -8% | -$1.5M | 2.15% | 16 |
|
|
2021
Q4 | $22M | Sell |
262,408
-1,474
| -0.6% | -$119K | 2.45% | 12 |
|
|
2021
Q3 | $19.5M | Sell |
263,882
-11,739
| -4% | -$895K | 2.42% | 14 |
|
|
2021
Q2 | $20M | Sell |
275,621
-13,466
| -5% | -$932K | 2.43% | 13 |
|
|
2021
Q1 | $18.8M | Buy |
289,087
+2,189
| +0.8% | +$142K | 2.48% | 14 |
|
|
2020
Q4 | $18.3M | Sell |
286,898
-4,438
| -2% | -$269K | 2.58% | 13 |
|
|
2020
Q3 | $16.8M | Sell |
291,336
-3,120
| -1% | -$177K | 2.9% | 13 |
|
|
2020
Q2 | $15.3M | Buy |
294,456
+1,708
| +0.6% | +$81.9K | 3.18% | 12 |
|
|
2020
Q1 | $12.1M | Buy |
292,748
+500
| +0.2% | +$23.6K | 3.08% | 10 |
|
|
2019
Q4 | $14.1M | Buy |
292,248
+3,020
| +1% | +$140K | 2.59% | 10 |
|
|
2019
Q3 | $13M | Sell |
289,228
-2,748
| -0.9% | -$124K | 2.75% | 10 |
|
|
2019
Q2 | $13.1M | Sell |
291,976
-1,792
| -0.6% | -$78.8K | 2.63% | 11 |
|
|
2019
Q1 | $12.7M | Buy |
293,768
+6,380
| +2% | +$261K | 2.71% | 9 |
|
|
2018
Q4 | $10.8M | Buy |
287,388
+4,880
| +2% | +$197K | 2.99% | 14 |
|
|
2018
Q3 | $12.5M | Sell |
282,508
-1,120
| -0.4% | -$48.1K | 2.5% | 14 |
|
|
2018
Q2 | $11.5M | Buy |
283,628
+5,020
| +2% | +$202K | 2.52% | 14 |
|
|
2018
Q1 | $10.8M | Sell |
278,608
-5,820
| -2% | -$232K | 2.46% | 14 |
|
|
2017
Q4 | $10.9M | Sell |
284,428
-12,520
| -4% | -$468K | 2.52% | 15 |
|
|
2017
Q3 | $10.6M | Sell |
296,948
-6,660
| -2% | -$235K | 2.64% | 14 |
|
|
2017
Q2 | $10.4M | Buy |
303,608
+2,088
| +0.7% | +$70.8K | 2.75% | 12 |
|
|
2017
Q1 | $9.91M | Buy |
301,520
+26,700
| +10% | +$857K | 2.77% | 11 |
|
|
2016
Q4 | $8.37M | Buy |
274,820
+17,648
| +7% | +$533K | 2.55% | 14 |
|
|
2016
Q3 | $7.82M | Sell |
257,172
-2,904
| -1% | -$88K | 2.52% | 14 |
|
|
2016
Q2 | $7.58M | Buy |
260,076
+12,888
| +5% | +$374K | 2.74% | 11 |
|
|
2016
Q1 | $7.16M | Sell |
247,188
-7,288
| -3% | -$201K | 2.72% | 14 |
|
|
2015
Q4 | $7.37M | Buy |
254,476
+7,232
| +3% | +$210K | 2.9% | 11 |
|
|
2015
Q3 | $6.66M | Buy |
247,244
+12,052
| +5% | +$343K | 2.87% | 10 |
|
|
2015
Q2 | $6.7M | Buy |
235,192
+2,420
| +1% | +$70.1K | 1.88% | 14 |
|
|
2015
Q1 | $6.63M | Buy |
232,772
+6,216
| +3% | +$176K | 1.82% | 12 |
|
|
2014
Q4 | $6.32M | Buy |
226,556
+10,168
| +5% | +$278K | 1.84% | 16 |
|
|
2014
Q3 | $5.78M | Buy |
216,388
+3,708
| +2% | +$98.8K | 1.68% | 15 |
|
|
2014
Q2 | $5.59M | Buy |
212,680
+8,800
| +4% | +$223K | 1.56% | 20 |
|
|
2014
Q1 | $5.09M | Sell |
203,880
-40,420
| -17% | -$999K | 1.55% | 21 |
|
|
2013
Q4 | $6.03M | Sell |
244,300
-6,348
| -3% | -$150K | 1.89% | 16 |
|
|
2013
Q3 | $5.6M | Buy |
250,648
+840
| +0.3% | +$18.5K | 1.99% | 14 |
|
|
2013
Q2 | $5.25M | Buy |
+249,808
| New | +$5.3M | 2.03% | 13 |
|
Other funds holding IVW
SPC Financial Inc's IVW Position: Q3 2025 in Review
SPC Financial Inc reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q3 2025, selling an estimated $511K and leaving 224,358 shares worth $27.1M. The position accounts for 2.12% of the portfolio, ranked #15.
SPC Financial Inc first reported a position in IVW in Q2 2013 and has held it in 50 quarters since. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.
- SPC Financial Inc held 224,358 shares of iShares S&P 500 Growth ETF worth $27.1M as of Q3 2025.
- SPC Financial Inc sold 4,440 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $511K.
- iShares S&P 500 Growth ETF made up 2.12% of SPC Financial Inc's portfolio in Q3 2025, its #15 holding.
- SPC Financial Inc first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 50 quarters since.
- 1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.
Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.