Hutchens & Kramer Investment Management Group, LLC OEF — ISHARES TR

Ownership history in Hutchens & Kramer Investment Management Group, LLC  ·  4 quarters on record

AI Ownership Summary

Hutchens & Kramer Investment Management Group, LLC reported ISHARES TR (OEF) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.31% in 2025 Q3. The latest visible filing shows OEF at 0.26% 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.

What this OEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hutchens & Kramer Investment Management Group, LLC'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

OEF was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 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.

OEF stock page Hutchens & Kramer Investment Management Group, LLC fund profile Hutchens & Kramer Investment Management Group, LLC full holdings
How Hutchens & Kramer Investment Management Group, LLC held OEF — position size vs. price
% of Fund (quarterly)    OEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.7% -7.0% ✅ 2,185 -208 -8.7% 0.26% $749K 2026-01-08 $342.14
2025 Q3 ADDED — — — 2,393 +1,099 +84.9% 0.31% $796K 2025-11-03 $342.96
2025 Q2 ADDED — — — 1,294 +314 +32.0% 0.18% $393K 2025-08-05 $307.56
2025 Q1 INITIATED — — — 980 — — 0.15% $265K 2025-04-25 $264.28

🏢 Other funds also holding OEF

As of 2026 Q2 — sorted by position size

Ackerman Asset Management, LLC 19.27% CM WEALTH ADVISORS LLC 3Y 15.88% Panoramic Capital Partners, LLC 11.21% Wealth Forward, LLC 10.88% MB Generational Wealth, LLC 8.16% Yanni & Associates Investment Advisors, LLC 7.91% Demars Financial Group, LLC 3Y 7.43% Marin Bay Wealth Advisors, LLC 7.39% PMG Wealth Management, Inc. 6.14% ES4, LLC 5.8%

FAQ About Hutchens & Kramer Investment Management Group, LLC and OEF

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

How long has Hutchens & Kramer Investment Management Group, LLC reported owning OEF?

Hutchens & Kramer Investment Management Group, LLC reported OEF across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported OEF position in Hutchens & Kramer Investment Management Group, LLC's portfolio?

The largest reported portfolio weight for OEF was 0.31% in 2025 Q3.

What is the latest reported OEF position on this page?

The most recent filing on this page is 2025 Q4, when Hutchens & Kramer Investment Management Group, LLC reported 2,185 shares, equal to 0.26% of portfolio, with an estimated market value of $749K.

What does the chart on this OEF ownership page compare?

The chart compares Hutchens & Kramer Investment Management Group, LLC's quarterly OEF 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.

How well did Hutchens & Kramer Investment Management Group, LLC time their OEF position?

Based on 13F filing dates vs. subsequent OEF price moves, Hutchens & Kramer Investment Management Group, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on OEF relative to SPY over the holding period was +3.5%.

← Back to Hutchens & Kramer Investment Management Group, LLC Holdings