Hobart Private Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Hobart Private Capital’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 Q1	–	Sell	-1,768	Closed	-$218K	–	139
2025 Q4	$218K	Buy	+1,768	New	+$216K	0.04%	125
2024 Q1	–	Sell	-2,693	Closed	-$202K	–	67
2023 Q4	$202K	Buy	+2,693	New	+$192K	0.07%	59

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hobart Private Capital's IVW Position: Q1 2026 in Review

Hobart Private Capital sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 1,768 shares — an estimated $218K sold.

Hobart Private Capital first reported a position in IVW in Q4 2023 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 2,055 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Hobart Private Capital reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Hobart Private Capital sold 1,768 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $218K.
Hobart Private Capital first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 2 quarters.
Hobart Private Capital's iShares S&P 500 Growth ETF position peaked at $218K in Q4 2025.
2,055 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Hobart Private Capital's 13F filing for Q1 2026, filed 7 Apr 2026.