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HUB Investment Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

HUB Investment Partners’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 		$2.15M Buy
15,610
+7,679
+97% +$1.01M 0.04% 289
2026
Q1 		$897K Buy
7,931
+773
+11% +$93K 0.02% 388
2025
Q4 		$882K Sell
7,158
-31
-0.4% -$3.79K 0.02% 333
2025
Q3 		$868K Sell
7,189
-435
-6% -$50K 0.03% 300
2025
Q2 		$839K Sell
7,624
-607
-7% -$60.1K 0.03% 290
2025
Q1 		$764K Buy
8,231
+847
+11% +$85.4K 0.03% 268
2024
Q4 		$750K Buy
7,384
+1,919
+35% +$191K 0.03% 247
2024
Q3 		$523K Buy
5,465
+46
+0.8% +$4.25K 0.02% 286
2024
Q2 		$501K Buy
5,419
+289
+6% +$24.9K 0.02% 278
2024
Q1 		$433K Buy
5,130
+1,126
+28% +$90.5K 0.02% 300
2023
Q4 		$301K Buy
+4,004
New +$285K 0.02% 310

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

HUB Investment Partners's IVW Position: Q2 2026 in Review

HUB Investment Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 97% in Q2 2026, buying an estimated $1.01M and bringing the position to 15,610 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #289.

HUB Investment Partners first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • HUB Investment Partners held 15,610 shares of iShares S&P 500 Growth ETF worth $2.15M as of Q2 2026.
  • HUB Investment Partners bought 7,679 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.01M.
  • iShares S&P 500 Growth ETF made up 0.04% of HUB Investment Partners's portfolio in Q2 2026, its #289 holding.
  • HUB Investment Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.