HKIMG
IVW icon

Hutchens & Kramer Investment Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$2.05M Sell
14,880
-298
-2% -$39.4K 0.55% 36
2026
Q1 		$1.72M Buy
15,178
+55
+0.4% +$6.62K 0.54% 39
2025
Q4 		$1.86M Sell
15,123
-405
-3% -$49.6K 0.64% 29
2025
Q3 		$1.87M Sell
15,528
-876
-5% -$101K 0.74% 29
2025
Q2 		$1.79M Sell
16,404
-3,258
-17% -$322K 0.82% 29
2025
Q1 		$1.83M Sell
19,662
-1,697
-8% -$171K 1% 23
2024
Q4 		$2.17M Sell
21,359
-443
-2% -$44.2K 1.18% 20
2024
Q3 		$2.06M Buy
21,802
+3,785
+21% +$349K 1.14% 20
2024
Q2 		$1.68M Buy
18,017
+6,904
+62% +$595K 0.93% 22
2024
Q1 		$940K Buy
11,113
+7,772
+233% +$624K 0.56% 39
2023
Q4 		$251K Buy
3,341
+127
+4% +$9.04K 0.18% 103
2023
Q3 		$221K Buy
+3,214
New +$227K 0.18% 101

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

Hutchens & Kramer Investment Management Group's IVW Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 2% in Q2 2026, selling an estimated $39.4K and leaving 14,880 shares worth $2.05M. The position accounts for 0.55% of the portfolio, ranked #36.

Hutchens & Kramer Investment Management Group first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.17M in Q4 2024. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 14,880 shares of iShares S&P 500 Growth ETF worth $2.05M as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 298 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $39.4K.
  • iShares S&P 500 Growth ETF made up 0.55% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #36 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Hutchens & Kramer Investment Management Group's iShares S&P 500 Growth ETF position peaked at $2.17M in Q4 2024.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.