IVV β€” ISHARES TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  Β·  13 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported ISHARES TR (IVV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.2% in 2025 Q2. The latest visible filing shows IVV at 2.14% 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 IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'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

IVV was reported at 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2025 Q2

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.

IVV stock page Koesten, Hirschmann & Crabtree, INC. fund profile Koesten, Hirschmann & Crabtree, INC. full holdings
How Koesten, Hirschmann & Crabtree, INC. held IVV β€” position size vs. price
% of Fund (quarterly)    IVV 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 REDUCED 6,352 -490 -7.2% 2.14% $4.4M 2026-02-14 (Est.) $682.94
2025 Q3 REDUCED 6,842 -10 -0.1% 2.19% $4.6M 2025-11-05 $676.71
2025 Q2 ADDED 6,852 +1,282 +23.0% 2.20% $4.3M 2025-08-15 $640.75
2025 Q1 UNCHANGED 5,570 β€” 0% 1.80% $3.1M 2025-04-23 $531.26
2024 Q4 REDUCED 5,570 -100 -1.8% 1.88% $3.3M 2025-02-14 $603.30
2024 Q3 REDUCED 5,670 -619 -9.8% 1.91% $3.3M 2024-11-04 $561.83
2024 Q2 UNCHANGED 6,289 β€” 0% 2.12% $3.3M 2024-09-09 $537.08
2024 Q1 REDUCED 6,289 -250 -3.8% 2.12% $3.3M 2024-05-22 $518.96
2023 Q4 ADDED 6,539 +346 +5.6% 2.17% $3.1M 2024-02-14 $486.73
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IVV

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 16.1% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 15.7% IFS Advisors, LLC 3Y 15.63% Bangor Savings Bank 3Y 7Y 14.53% Box Hill Private Wealth LLC 14.27% PRIVATE CLIENT SERVICES, LLC 10.66% Retirement Wealth Solutions LLC 9.92% Baring Financial LLC 9.66% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 8.98% Silverleafe Capital Partners, LLC 3Y 7Y 8.68%

FAQ About Koesten, Hirschmann & Crabtree, INC. and IVV

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

How long has Koesten, Hirschmann & Crabtree, INC. reported owning IVV?

Koesten, Hirschmann & Crabtree, INC. reported IVV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVV position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for IVV was 2.20% in 2025 Q2.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q4, when Koesten, Hirschmann & Crabtree, INC. reported 6,352 shares, equal to 2.14% of portfolio, with an estimated market value of $4.4M.

What does the chart on this IVV ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly IVV 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.

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