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Hoese & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Hoese & Co’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6K Buy
+37
New +$13.5K 0.01% 151
2025
Q2 		– Sell
-34
Closed -$8.69K – 163
2025
Q1 		$8.69K Hold
34
– – 0.01% 123
2024
Q4 		$9.79K Buy
+34
New +$10.1K 0.01% 131

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Hoese & Co opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 37 shares worth $14.6K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings. This is a return to the name: Hoese & Co previously reported a position in IWO as recently as Q1 2025.

Hoese & Co first reported a position in IWO in Q4 2024 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Hoese & Co held 37 shares of iShares Russell 2000 Growth ETF worth $14.6K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Hoese & Co position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Hoese & Co's portfolio in Q2 2026, its #151 holding.
  • Hoese & Co first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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