M. Kraus & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

M. Kraus & Co’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 Q1	$322K	Sell	2,850 -150	-5%	-$18K	0.09%	63
2025 Q4	$370K	Hold	3,000	–	–	0.1%	63
2025 Q3	$362K	Hold	3,000	–	–	0.1%	65
2025 Q2	$330K	Sell	3,000 -100	-3%	-$9.9K	0.1%	68
2025 Q1	$288K	Hold	3,100	–	–	0.09%	70
2024 Q4	$315K	Hold	3,100	–	–	0.09%	65
2024 Q3	$297K	Hold	3,100	–	–	0.09%	66
2024 Q2	$287K	Hold	3,100	–	–	0.09%	65
2024 Q1	$262K	Hold	3,100	–	–	0.08%	69
2023 Q4	$233K	Hold	3,100	–	–	0.08%	73
2023 Q3	$212K	Hold	3,100	–	–	0.08%	74
2023 Q2	$218K	Buy	+3,100	New	+$205K	0.07%	75
2022 Q2	–	Sell	-3,100	Closed	-$237K	–	70
2022 Q1	$237K	Hold	3,100	–	–	0.08%	69
2021 Q4	$259K	Sell	3,100 -146	-4%	-$11.8K	0.08%	65
2021 Q3	$240K	Hold	3,246	–	–	0.09%	68
2021 Q2	$236K	Hold	3,246	–	–	0.08%	66
2021 Q1	$211K	Buy	+3,246	New	+$210K	0.08%	67

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M. Kraus & Co's IVW Position: Q1 2026 in Review

M. Kraus & Co reduced its iShares S&P 500 Growth ETF (IVW) stake by 5% in Q1 2026, selling an estimated $18K and leaving 2,850 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #63.

M. Kraus & Co first reported a position in IVW in Q1 2021 and has held it in 17 quarters since. The position peaked at $370K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

M. Kraus & Co held 2,850 shares of iShares S&P 500 Growth ETF worth $322K as of Q1 2026.
M. Kraus & Co sold 150 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $18K.
iShares S&P 500 Growth ETF made up 0.09% of M. Kraus & Co's portfolio in Q1 2026, its #63 holding.
M. Kraus & Co first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 17 quarters since.
M. Kraus & Co's iShares S&P 500 Growth ETF position peaked at $370K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on M. Kraus & Co's 13F filing for Q1 2026, filed 14 Apr 2026.