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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
Q3 		$147K Hold
1,032
– – 0.1% 62
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Hoese & Co's IVW Position: Q3 2026 in Review

Hoese & Co held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,032 shares worth $147K. The position accounts for 0.1% of the portfolio, ranked #62.

Hoese & Co first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Hoese & Co held 1,032 shares of iShares S&P 500 Growth ETF worth $147K as of Q3 2026.
  • Hoese & Co left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Growth ETF made up 0.1% of Hoese & Co's portfolio in Q3 2026, its #62 holding.
  • Hoese & Co first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.