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

Hobbs Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.06M Sell
82,311
-12,409
-13% -$1.37M 8.65% 4
2025
Q1 		$8.79M Buy
94,720
+3,611
+4% +$335K 9.76% 2
2024
Q4 		$9.25M Buy
+91,109
New +$9.25M 10.57% 2