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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hobbs Wealth Management's IVW Position: Q1 2026 in Review

Hobbs Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.7% in Q1 2026, selling an estimated $67.4K and leaving 79,408 shares worth $8.98M. The position accounts for 8.89% of the portfolio, ranked #4.

Hobbs Wealth Management first reported a position in IVW in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.86M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Hobbs Wealth Management held 79,408 shares of iShares S&P 500 Growth ETF worth $8.98M as of Q1 2026.
Hobbs Wealth Management sold 560 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $67.4K.
iShares S&P 500 Growth ETF made up 8.89% of Hobbs Wealth Management's portfolio in Q1 2026, its #4 holding.
Hobbs Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Hobbs Wealth Management's iShares S&P 500 Growth ETF position peaked at $9.86M in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Hobbs Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.