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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.3M Buy
82,247
+2,839
+4% +$375K 9.56% 3
2026
Q1
$8.98M Sell
79,408
-560
-0.7% -$67.4K 8.89% 4
2025
Q4
$9.86M Sell
79,968
-906
-1% -$111K 9.6% 4
2025
Q3
$9.76M Sell
80,874
-1,437
-2% -$165K 8.19% 4
2025
Q2
$9.06M Sell
82,311
-12,409
-13% -$1.23M 8.65% 4
2025
Q1
$8.79M Buy
94,720
+3,611
+4% +$364K 9.76% 2
2024
Q4
$9.25M Buy
+91,109
New +$9.09M 10.57% 2

Other funds holding IVW

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

Hobbs Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 3.6% in Q2 2026, buying an estimated $375K and bringing the position to 82,247 shares worth $11.3M. The position accounts for 9.56% of the portfolio, ranked #3.

Hobbs Wealth Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Hobbs Wealth Management held 82,247 shares of iShares S&P 500 Growth ETF worth $11.3M as of Q2 2026.
  • Hobbs Wealth Management bought 2,839 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $375K.
  • iShares S&P 500 Growth ETF made up 9.56% of Hobbs Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Hobbs Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Hobbs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.