IVW ISHARES S&P 500 GROWTH ETF

Ownership history in Calydon Capital  ·  27 quarters on record

This page tracks every 13F SEC filing in which Calydon Capital reported a position in ISHARES S&P 500 GROWTH ETF (IVW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.75% (2020 Q4)
Avg. % of fund
5.06%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 352,301 +303 +0.1% 7.32% $43.4M $123.15
2025 Q3 REDUCED 351,998 -351,348 -50.0% 6.78% $42.5M $120.49
2025 Q2 ADDED 703,346 +351,988 +100.2% 7.59% $77.4M $109.76
2025 Q1 ADDED 351,358 +3,015 +0.9% 6.07% $32.6M $92.44
2024 Q4 ADDED 348,343 +59,620 +20.6% 6.95% $35.4M $100.99
2024 Q3 UNCHANGED 288,723 0% 4.37% $26.7M $95.12
2024 Q2 ADDED 288,723 +11,153 +4.0% 4.79% $26.7M $91.79
2024 Q1 ADDED 277,570 +273 +0.1% 4.44% $23.5M $83.69
2023 Q4 REDUCED 277,297 -273,939 -49.7% 5.02% $20.8M $74.36
2023 Q3 ADDED 551,236 +276,214 +100.4% 7.47% $37.7M $67.55
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVW price (monthly, adj. close)
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