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SVB Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

SVB Wealth’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
2025
Q1 		– Sell
-9,576
Closed -$972K – 1636
2024
Q4 		$972K Buy
+9,576
New +$955K 0.02% 327
2024
Q3 		– Sell
-9,696
Closed -$897K – 314
2024
Q2 		$897K Sell
9,696
-120
-1% -$10.3K 0.02% 344
2024
Q1 		$829K Sell
9,816
-270
-3% -$21.7K 0.02% 385
2023
Q4 		$757K Buy
10,086
+114
+1% +$8.12K 0.02% 389
2023
Q3 		$682K Sell
9,972
-7,823
-44% -$554K 0.02% 380
2023
Q2 		$1.25M Sell
17,795
-9,871
-36% -$653K 0.02% 302
2023
Q1 		$1.77M Sell
27,666
-9,592
-26% -$586K 0.02% 288
2022
Q4 		$2.18M Sell
37,258
-1,196
-3% -$71.8K 0.03% 255
2022
Q3 		$2.23M Buy
38,454
+10,928
+40% +$710K 0.03% 245
2022
Q2 		$1.66M Sell
27,526
-400
-1% -$26.5K 0.03% 239
2022
Q1 		$2.13M Buy
27,926
+1
+0% +$75 0.03% 221
2021
Q4 		$2.34M Sell
27,925
-378
-1% -$30.5K 0.04% 204
2021
Q3 		$2.09M Sell
28,303
-7,325
-21% -$558K 0.03% 254
2021
Q2 		$2.59M Sell
35,628
-99
-0.3% -$6.85K 0.03% 226
2021
Q1 		$2.33M Sell
35,727
-1,113
-3% -$72K 0.03% 226
2020
Q4 		$2.35M Sell
36,840
-820
-2% -$49.7K 0.03% 214
2020
Q3 		$2.18M Sell
37,660
-292
-0.8% -$16.5K 0.04% 211
2020
Q2 		$1.97M Buy
37,952
+37,152
+4,644% +$1.78M 0.04% 199
2020
Q1 		$33K Sell
800
-38,232
-98% -$1.81M ﹤0.01% 522
2019
Q4 		$1.89M Sell
39,032
-15,120
-28% -$701K 0.03% 224
2019
Q3 		$2.44M Sell
54,152
-260
-0.5% -$11.8K 0.05% 183
2019
Q2 		$2.44M Buy
+54,412
New +$2.39M 0.08% 185

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SVB Wealth's IVW Position: Q1 2025 in Review

SVB Wealth sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 9,576 shares — an estimated $972K sold.

SVB Wealth first reported a position in IVW in Q2 2019 and held it in 22 quarters. The position peaked at $2.59M in Q2 2021. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • SVB Wealth reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 9,576 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $972K.
  • SVB Wealth first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and held it in 22 quarters.
  • SVB Wealth's iShares S&P 500 Growth ETF position peaked at $2.59M in Q2 2021.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.