KRS Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

KRS Capital Management’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	$718K	Hold	5,222	–	–	0.33%	50
2026 Q1	$591K	Hold	5,222	–	–	0.36%	56
2025 Q4	$644K	Hold	5,222	–	–	0.37%	58
2025 Q3	$630K	Hold	5,222	–	–	0.38%	55
2025 Q2	$575K	Hold	5,222	–	–	0.38%	62
2025 Q1	$485K	Hold	5,222	–	–	0.39%	62
2024 Q4	$530K	Hold	5,222	–	–	0.37%	62
2024 Q3	$500K	Buy	5,222 +2	+0%	+$185	0.36%	64
2024 Q2	$483K	Hold	5,220	–	–	0.36%	62
2024 Q1	$441K	Hold	5,220	–	–	0.36%	70
2023 Q4	$392K	Hold	5,220	–	–	0.36%	70
2023 Q3	$357K	Hold	5,220	–	–	0.38%	71
2023 Q2	$368K	Hold	5,220	–	–	0.37%	77
2023 Q1	$334K	Hold	5,220	–	–	0.38%	79
2022 Q4	$305K	Hold	5,220	–	–	0.42%	80
2022 Q3	$301K	Hold	5,220	–	–	0.42%	72
2022 Q2	$315K	Hold	5,220	–	–	0.45%	71
2022 Q1	$398K	Hold	5,220	–	–	0.43%	71
2021 Q4	$436K	Buy	+5,220	New	+$421K	0.37%	72

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KRS Capital Management's IVW Position: Q2 2026 in Review

KRS Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,222 shares worth $718K. The position accounts for 0.33% of the portfolio, ranked #50.

KRS Capital Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

KRS Capital Management held 5,222 shares of iShares S&P 500 Growth ETF worth $718K as of Q2 2026.
KRS Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.33% of KRS Capital Management's portfolio in Q2 2026, its #50 holding.
KRS Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on KRS Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.