IWF β€” ISHARES TR

Ownership history in Hoese & Co LLP  Β·  21 quarters on record

AI Ownership Summary

Hoese & Co LLP reported ISHARES TR (IWF) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.16% in 2024 Q4. The latest visible filing shows IWF at 1.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoese & Co LLP's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWF was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.16% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hoese & Co LLP held IWF β€” position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,201 β€” 0% 1.75% $2.5M 2026-02-14 (Est.) $446.78
2025 Q3 REDUCED 5,201 -285 -5.2% 1.86% $2.4M 2025-10-16 $463.89
2025 Q2 REDUCED 5,486 -706 -11.4% 1.88% $2.3M 2025-07-29 $437.88
2025 Q1 UNCHANGED 6,192 β€” 0% 1.94% $2.2M 2025-04-11 $348.70
2024 Q4 REDUCED 6,192 -200 -3.1% 2.16% $2.5M 2025-01-16 $400.10
2024 Q3 REDUCED 6,392 -390 -5.8% 2.01% $2.4M 2024-10-09 $377.11
2024 Q2 UNCHANGED 6,782 β€” 0% 2.03% $2.3M 2024-07-03 $371.43
2024 Q1 UNCHANGED 6,782 β€” 0% 2.05% $2.2M 2024-04-08 $331.89
2023 Q4 UNCHANGED 6,782 β€” 0% 1.93% $2.0M 2024-01-04 $291.55
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Hoese & Co LLP and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hoese & Co LLP reported owning IWF?

Hoese & Co LLP reported IWF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWF position in Hoese & Co LLP's portfolio?

The largest reported portfolio weight for IWF was 2.16% in 2024 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q4, when Hoese & Co LLP reported 5,201 shares, equal to 1.75% of portfolio, with an estimated market value of $2.5M.

What does the chart on this IWF ownership page compare?

The chart compares Hoese & Co LLP's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Hoese & Co LLP Holdings