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Hoese & Co’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hoese & 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 		$142K Hold
1,032
– – 0.09% 63
2026
Q1 		$117K Hold
1,032
– – 0.09% 59
2025
Q4 		$127K Hold
1,032
– – 0.09% 55
2025
Q3 		$125K Hold
1,032
– – 0.1% 53
2025
Q2 		$114K Hold
1,032
– – 0.09% 57
2025
Q1 		$95.8K Hold
1,032
– – 0.08% 45
2024
Q4 		$105K Buy
+1,032
New +$103K 0.09% 44

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Hoese & Co's IVW Position: Q2 2026 in Review

Hoese & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,032 shares worth $142K. The position accounts for 0.09% of the portfolio, ranked #63.

Hoese & Co first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hoese & Co held 1,032 shares of iShares S&P 500 Growth ETF worth $142K as of Q2 2026.
  • Hoese & Co left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.09% of Hoese & Co's portfolio in Q2 2026, its #63 holding.
  • Hoese & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.