M. Kraus & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $362K | Hold |
|
|||||
|
2025
Q2 | $330K | Sell |
|
|||||
|
2025
Q1 | $288K | Hold |
|
|||||
|
2024
Q4 | $315K | Hold |
|
|||||
|
2024
Q3 | $297K | Hold |
|
|||||
|
2024
Q2 | $287K | Hold |
|
|||||
|
2024
Q1 | $262K | Hold |
|
|||||
|
2023
Q4 | $233K | Hold |
|
|||||
|
2023
Q3 | $212K | Hold |
|
|||||
|
2023
Q2 | $218K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $237K | Hold |
|
|||||
|
2021
Q4 | $259K | Sell |
|
|||||
|
2021
Q3 | $240K | Hold |
|
|||||
|
2021
Q2 | $236K | Hold |
|
|||||
|
2021
Q1 | $211K | Buy |
|