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 Q3	$391K	Hold	2,750	–	–	0.11%	58
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

M. Kraus & Co's IVW Position: Q3 2026 in Review

M. Kraus & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 2,750 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #58.

M. Kraus & Co first reported a position in IVW in Q1 2021 and has held it in 19 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

M. Kraus & Co held 2,750 shares of iShares S&P 500 Growth ETF worth $391K as of Q3 2026.
M. Kraus & Co left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.11% of M. Kraus & Co's portfolio in Q3 2026, its #58 holding.
M. Kraus & Co first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 19 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on M. Kraus & Co's 13F filing for Q3 2026, filed 20 Oct 2026.