HWM
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HB Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

HB Wealth Management’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 		$303M Sell
2,200,705
-35,938
-2% -$4.75M 1.7% 9
2026
Q1 		$253M Sell
2,236,643
-135,416
-6% -$16.3M 1.64% 9
2025
Q4 		$292M Sell
2,372,059
-37,889
-2% -$4.64M 1.89% 10
2025
Q3 		$291M Buy
2,409,948
+130,502
+6% +$15M 1.97% 10
2025
Q2 		$251M Sell
2,279,446
-199,729
-8% -$19.8M 1.99% 9
2025
Q1 		$230M Sell
2,479,175
-4,041
-0.2% -$407K 1.93% 10
2024
Q4 		$252M Sell
2,483,216
-34,165
-1% -$3.41M 2.58% 9
2024
Q3 		$241M Sell
2,517,381
-14,029
-0.6% -$1.3M 2.59% 9
2024
Q2 		$234M Sell
2,531,410
-57,593
-2% -$4.97M 2.73% 9
2024
Q1 		$219M Sell
2,589,003
-51,233
-2% -$4.12M 2.75% 8
2023
Q4 		$198M Sell
2,640,236
-21,486
-0.8% -$1.53M 2.85% 8
2023
Q3 		$182M Sell
2,661,722
-24,424
-0.9% -$1.73M 2.94% 7
2023
Q2 		$189M Sell
2,686,146
-24,750
-0.9% -$1.64M 3.02% 7
2023
Q1 		$173M Sell
2,710,896
-10,212
-0.4% -$624K 3% 7
2022
Q4 		$159M Buy
2,721,108
+38,183
+1% +$2.29M 2.9% 7
2022
Q3 		$155M Buy
2,682,925
+22,347
+0.8% +$1.45M 3.3% 7
2022
Q2 		$161M Buy
2,660,578
+82,721
+3% +$5.47M 3.29% 7
2022
Q1 		$197M Buy
2,577,857
+8,455
+0.3% +$635K 3.65% 6
2021
Q4 		$215M Buy
+2,569,402
New +$207M 4.32% 5

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HB Wealth Management's IVW Position: Q2 2026 in Review

HB Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q2 2026, selling an estimated $4.75M and leaving 2,200,705 shares worth $303M. The position accounts for 1.7% of the portfolio, ranked #9.

HB Wealth Management first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • HB Wealth Management held 2,200,705 shares of iShares S&P 500 Growth ETF worth $303M as of Q2 2026.
  • HB Wealth Management sold 35,938 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $4.75M.
  • iShares S&P 500 Growth ETF made up 1.7% of HB Wealth Management's portfolio in Q2 2026, its #9 holding.
  • HB Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.