Ownership history in SVB WEALTH LLC · 26 quarters on record
This page tracks every 13F SEC filing in which SVB WEALTH LLC reported a position in iShares Core S&P 500 (IVV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 50,452 | +6,195 | +14.0% | 2.04% | $34.6M | $683.12 |
| 2025 Q3 | REDUCED | 44,257 | -5,975 | -11.9% | 1.59% | $29.6M | $665.17 |
| 2025 Q2 | REDUCED | 50,232 | -89,614 | -64.1% | 1.67% | $31.2M | $615.21 |
| 2024 Q4 | ADDED | 139,846 | +139,111 | +18926.7% | 1.54% | $82.3M | $579.67 |
| 2024 Q3 | REDUCED | 735 | -186,080 | -99.6% | 0.36% | $424K | $566.00 |
| 2024 Q2 | REDUCED | 186,815 | -39,381 | -17.4% | 2.53% | $102.2M | $534.89 |
| 2024 Q1 | ADDED | 226,196 | +14,542 | +6.9% | 2.65% | $118.9M | $512.33 |
| 2023 Q4 | REDUCED | 211,654 | -143,334 | -40.4% | 2.46% | $101.1M | $463.98 |
| 2023 Q3 | REDUCED | 354,988 | -164,155 | -31.6% | 3.35% | $152.4M | $415.48 |
| 2023 Q2 | REDUCED | 519,143 | -279,276 | -35.0% | 4.18% | $231.4M | $429.27 |
As of 2025 Q4 — sorted by position size