KDA
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Kraft Davis & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Kraft Davis & Associates’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
2026
Q2 		$5M Sell
36,801
-193
-0.5% -$25.5K 1.04% 31
2026
Q1 		$4.81M Sell
36,994
-20,326
-35% -$2.44M 1.02% 30
2025
Q4 		$7.16M Sell
57,320
-2,454
-4% -$300K 1.6% 22
2025
Q3 		$7.27M Sell
59,774
-809
-1% -$93K 1.77% 20
2025
Q2 		$6.92M Sell
60,583
-941
-2% -$93.1K 1.9% 18
2025
Q1 		$5.42M Sell
61,524
-13,268
-18% -$1.34M 1.75% 22
2024
Q4 		$7.85M Sell
74,792
-12,021
-14% -$1.2M 2.24% 16
2024
Q3 		$8.29M Sell
86,813
-7,881
-8% -$728K 2.47% 13
2024
Q2 		$8.52M Sell
94,694
-423
-0.4% -$36.5K 2.58% 13
2024
Q1 		$8.06M Sell
95,117
-6,232
-6% -$501K 2.43% 13
2023
Q4 		$7.95M Sell
101,349
-3,153
-3% -$224K 2.39% 18
2023
Q3 		$7.08M Sell
104,502
-1,467
-1% -$104K 2.66% 14
2023
Q2 		$7.52M Buy
+105,969
New +$7.01M 2.61% 16
2022
Q4 		$779K Buy
+12,380
New +$743K 0.31% 48

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Kraft Davis & Associates's IVW Position: Q2 2026 in Review

Kraft Davis & Associates reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.52% in Q2 2026, selling an estimated $25.5K and leaving 36,801 shares worth $5M. The position accounts for 1.04% of the portfolio, ranked #31.

Kraft Davis & Associates first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.52M in Q2 2024. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Kraft Davis & Associates held 36,801 shares of iShares S&P 500 Growth ETF worth $5M as of Q2 2026.
  • Kraft Davis & Associates sold 193 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $25.5K.
  • iShares S&P 500 Growth ETF made up 1.04% of Kraft Davis & Associates's portfolio in Q2 2026, its #31 holding.
  • Kraft Davis & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Kraft Davis & Associates's iShares S&P 500 Growth ETF position peaked at $8.52M in Q2 2024.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.