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Koesten Hirschmann & Crabtree’s iShares Core S&P 500 ETF IVV Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.68M Sell
6,252
-100
-2% -$72.8K 1.95% 8
2026
Q1 		$4.15M Hold
6,352
– – 2.02% 7
2025
Q4 		$4.35M Sell
6,352
-490
-7% -$333K 2.14% 7
2025
Q3 		$4.58M Sell
6,842
-10
-0.1% -$6.44K 2.19% 7
2025
Q2 		$4.25M Buy
6,852
+1,282
+23% +$736K 2.2% 7
2025
Q1 		$3.13M Hold
5,570
– – 1.8% 8
2024
Q4 		$3.28M Sell
5,570
-100
-2% -$59.2K 1.88% 9
2024
Q3 		$3.27M Sell
5,670
-619
-10% -$344K 1.91% 9
2024
Q2 		$3.31M Hold
6,289
– – 2.12% 9
2024
Q1 		$3.31M Sell
6,289
-250
-4% -$125K 2.12% 9
2023
Q4 		$3.12M Buy
6,539
+346
+6% +$155K 2.17% 9
2023
Q3 		$2.66M Sell
6,193
-27
-0.4% -$12.1K 2.08% 8
2023
Q2 		$2.77M Sell
6,220
-268
-4% -$113K 2.1% 7
2023
Q1 		$2.67M Buy
6,488
+63
+1% +$25.3K 2.05% 9
2022
Q4 		$2.47M Buy
+6,425
New +$2.48M 2.03% 9

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IVV Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, selling an estimated $72.8K and leaving 6,252 shares worth $4.68M. The position accounts for 1.95% of the portfolio, ranked #8.

Koesten Hirschmann & Crabtree first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 6,252 shares of iShares Core S&P 500 ETF worth $4.68M as of Q2 2026.
  • Koesten Hirschmann & Crabtree sold 100 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.8K.
  • iShares Core S&P 500 ETF made up 1.95% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #8 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.