Shepherd Kaplan Krochuk’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $898K | Hold |
7,939
| – | – | 0.75% | 34 |
|
|
2025
Q4 | $979K | Buy |
7,939
+1
| +0% | +$122 | 0.81% | 30 |
|
|
2025
Q3 | $958K | Hold |
7,938
| – | – | 0.79% | 28 |
|
|
2025
Q2 | $874K | Sell |
7,938
-11
| -0.1% | -$1.09K | 0.76% | 31 |
|
|
2025
Q1 | $738K | Hold |
7,949
| – | – | 0.63% | 37 |
|
|
2024
Q4 | $807K | Sell |
7,949
-152
| -2% | -$15.2K | 0.67% | 33 |
|
|
2024
Q3 | $776K | Buy |
8,101
+164
| +2% | +$15.1K | 0.59% | 40 |
|
|
2024
Q2 | $734K | Hold |
7,937
| – | – | 0.58% | 43 |
|
|
2024
Q1 | $670K | Buy |
7,937
+1
| +0% | +$80 | 0.53% | 42 |
|
|
2023
Q4 | $596K | Sell |
7,936
-749
| -9% | -$53.3K | 0.48% | 43 |
|
|
2023
Q3 | $594K | Sell |
8,685
-1,289
| -13% | -$91.2K | 0.52% | 43 |
|
|
2023
Q2 | $703K | Sell |
9,974
-310
| -3% | -$20.5K | 0.56% | 37 |
|
|
2023
Q1 | $657K | Buy |
10,284
+66
| +0.6% | +$4.03K | 0.58% | 37 |
|
|
2022
Q4 | $598K | Sell |
10,218
-7,170
| -41% | -$431K | 0.35% | 50 |
|
|
2022
Q3 | $1.01M | Sell |
17,388
-1,342
| -7% | -$87.2K | 0.5% | 44 |
|
|
2022
Q2 | $1.13M | Hold |
18,730
| – | – | 0.49% | 43 |
|
|
2022
Q1 | $1.43M | Buy |
18,730
+1
| +0% | +$75 | 0.54% | 39 |
|
|
2021
Q4 | $1.57M | Buy |
18,729
+1
| +0% | +$81 | 0.56% | 38 |
|
|
2021
Q3 | $1.38M | Hold |
18,728
| – | – | 0.51% | 39 |
|
|
2021
Q2 | $1.36M | Buy |
18,728
+1,236
| +7% | +$85.5K | 0.49% | 41 |
|
|
2021
Q1 | $1.14M | Sell |
17,492
-1,740
| -9% | -$112K | 0.44% | 39 |
|
|
2020
Q4 | $1.23M | Hold |
19,232
| – | – | 0.45% | 37 |
|
|
2020
Q3 | $1.11M | Hold |
19,232
| – | – | 0.46% | 33 |
|
|
2020
Q2 | $998K | Hold |
19,232
| – | – | 0.45% | 37 |
|
|
2020
Q1 | $794K | Sell |
19,232
-13,380
| -41% | -$633K | 1.28% | 12 |
|
|
2019
Q4 | $1.58M | Hold |
32,612
| – | – | 1.19% | 20 |
|
|
2019
Q3 | $1.47M | Sell |
32,612
-2,480
| -7% | -$112K | 1.07% | 21 |
|
|
2019
Q2 | $1.57M | Sell |
35,092
-25,760
| -42% | -$1.13M | 1.11% | 21 |
|
|
2019
Q1 | $2.62M | Sell |
60,852
-10,524
| -15% | -$431K | 1.64% | 7 |
|
|
2018
Q4 | $2.69M | Sell |
71,376
-7,732
| -10% | -$313K | 1.84% | 6 |
|
|
2018
Q3 | $3.5M | Buy |
79,108
+51,560
| +187% | +$2.22M | 1.8% | 6 |
|
|
2018
Q2 | $1.12M | Sell |
27,548
-11,468
| -29% | -$461K | 0.68% | 34 |
|
|
2018
Q1 | $1.51M | Sell |
39,016
-14,076
| -27% | -$562K | 0.92% | 22 |
|
|
2017
Q4 | $2.03M | Buy |
+53,092
| New | +$1.98M | 1.26% | 16 |
|
Other funds holding IVW
Shepherd Kaplan Krochuk's IVW Position: Q1 2026 in Review
Shepherd Kaplan Krochuk held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 7,939 shares worth $898K. The position accounts for 0.75% of the portfolio, ranked #34.
Shepherd Kaplan Krochuk first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.5M in Q3 2018. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Shepherd Kaplan Krochuk held 7,939 shares of iShares S&P 500 Growth ETF worth $898K as of Q1 2026.
- Shepherd Kaplan Krochuk left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
- iShares S&P 500 Growth ETF made up 0.75% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #34 holding.
- Shepherd Kaplan Krochuk first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Shepherd Kaplan Krochuk's iShares S&P 500 Growth ETF position peaked at $3.5M in Q3 2018.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.