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 Q2	$378K	Sell	2,750 -100	-4%	-$13.2K	0.1%	62
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M. Kraus & Co's IVW Position: Q2 2026 in Review

M. Kraus & Co reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q2 2026, selling an estimated $13.2K and leaving 2,750 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #62.

M. Kraus & Co first reported a position in IVW in Q1 2021 and has held it in 18 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

M. Kraus & Co held 2,750 shares of iShares S&P 500 Growth ETF worth $378K as of Q2 2026.
M. Kraus & Co sold 100 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $13.2K.
iShares S&P 500 Growth ETF made up 0.1% of M. Kraus & Co's portfolio in Q2 2026, its #62 holding.
M. Kraus & Co first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 18 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on M. Kraus & Co's 13F filing for Q2 2026, filed 29 Jul 2026.