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IWF icon

Hoese & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Hoese & Co’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Sell
15,632
-5,172
-25% -$624K 1.26% 15
2026
Q1 		$2.22M Hold
20,804
– – 1.65% 14
2025
Q4 		$2.46M Hold
20,804
– – 1.75% 15
2025
Q3 		$2.44M Sell
20,804
-1,140
-5% -$127K 1.86% 13
2025
Q2 		$2.33M Sell
21,944
-2,824
-11% -$270K 1.88% 13
2025
Q1 		$2.24M Hold
24,768
– – 1.94% 14
2024
Q4 		$2.49M Sell
24,768
-800
-3% -$78.7K 2.16% 11
2024
Q3 		$2.4M Sell
25,568
-1,560
-6% -$141K 2.01% 13
2024
Q2 		$2.32M Hold
27,128
– – 2.03% 12
2024
Q1 		$2.25M Hold
27,128
– – 2.05% 13
2023
Q4 		$1.97M Hold
27,128
– – 1.93% 13
2023
Q3 		$1.8M Hold
27,128
– – 1.85% 13
2023
Q2 		$1.87M Hold
27,128
– – 1.75% 15
2023
Q1 		$1.56M Sell
27,128
-880
-3% -$50.7K 1.76% 14
2022
Q4 		$1.63M Hold
28,008
– – 1.71% 14
2022
Q3 		$1.47M Hold
28,008
– – 1.74% 14
2022
Q2 		$1.53M Sell
28,008
-1,260
-4% -$75.6K 1.72% 14
2022
Q1 		$2.03M Sell
29,268
-1,400
-5% -$95.6K 2.1% 12
2021
Q4 		$2.34M Hold
30,668
– – 2.33% 11
2021
Q3 		$2.1M Sell
30,668
-560
-2% -$39.6K 2.27% 11
2021
Q2 		$2.12M Sell
31,228
-1,920
-6% -$124K 2.38% 11
2021
Q1 		$2.02M Buy
+33,148
New +$2.02M 2.49% 9

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Hoese & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 25% in Q2 2026, selling an estimated $624K and leaving 15,632 shares worth $1.94M. The position accounts for 1.26% of the portfolio, ranked #15.

Hoese & Co first reported a position in IWF in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.49M in Q4 2024. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Hoese & Co held 15,632 shares of iShares Russell 1000 Growth ETF worth $1.94M as of Q2 2026.
  • Hoese & Co sold 5,172 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $624K.
  • iShares Russell 1000 Growth ETF made up 1.26% of Hoese & Co's portfolio in Q2 2026, its #15 holding.
  • Hoese & Co first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Hoese & Co's iShares Russell 1000 Growth ETF position peaked at $2.49M in Q4 2024.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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