Koesten Hirschmann & Crabtree’s iShares S&P 500 Growth ETF IVW Stock Holding History

Koesten Hirschmann & Crabtree’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	$485K	Hold	3,528	–	–	0.2%	24
2026 Q1	$399K	Sell	3,528 -480	-12%	-$57.7K	0.19%	25
2025 Q4	$494K	Hold	4,008	–	–	0.24%	21
2025 Q3	$484K	Hold	4,008	–	–	0.23%	20
2025 Q2	$441K	Hold	4,008	–	–	0.23%	20
2025 Q1	$372K	Sell	4,008 -550	-12%	-$55.4K	0.21%	22
2024 Q4	$463K	Hold	4,558	–	–	0.27%	21
2024 Q3	$436K	Hold	4,558	–	–	0.25%	22
2024 Q2	$385K	Hold	4,558	–	–	0.25%	22
2024 Q1	$385K	Buy	+4,558	New	+$366K	0.25%	22

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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 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

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

Koesten Hirschmann & Crabtree held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,528 shares worth $485K. The position accounts for 0.2% of the portfolio, ranked #24.

Koesten Hirschmann & Crabtree first reported a position in IVW in Q1 2024 and has held it in 10 quarters since. The position peaked at $494K in Q4 2025. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Koesten Hirschmann & Crabtree held 3,528 shares of iShares S&P 500 Growth ETF worth $485K as of Q2 2026.
Koesten Hirschmann & Crabtree left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.2% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #24 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Koesten Hirschmann & Crabtree's iShares S&P 500 Growth ETF position peaked at $494K in Q4 2025.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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