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 Q3	$502K	Hold	3,528	–	–	0.21%	25
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IVW Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,528 shares worth $502K. The position accounts for 0.21% of the portfolio, ranked #25.

Koesten Hirschmann & Crabtree first reported a position in IVW in Q1 2024 and has held it in 11 quarters since. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Koesten Hirschmann & Crabtree held 3,528 shares of iShares S&P 500 Growth ETF worth $502K as of Q3 2026.
Koesten Hirschmann & Crabtree left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.21% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #25 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares S&P 500 Growth ETF in Q1 2024 and has held it in 11 quarters since.
1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.