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Hubbell Strickland Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Hubbell Strickland Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.57M Sell
10,102
-39
-0.4% -$6.42K 0.62% 22
2025
Q4 		$1.7M Buy
10,141
+8
+0.1% +$1.33K 0.69% 21
2025
Q3 		$1.67M Sell
10,133
-28
-0.3% -$4.4K 0.69% 23
2025
Q2 		$1.53M Sell
10,161
-26
-0.3% -$3.52K 0.67% 21
2025
Q1 		$1.29M Buy
10,187
+27
+0.3% +$3.73K 0.61% 24
2024
Q4 		$1.42M Sell
10,160
-209
-2% -$28.7K 0.67% 22
2024
Q3 		$1.37M Sell
10,369
-24
-0.2% -$3.05K 0.64% 23
2024
Q2 		$1.32M Buy
10,393
+188
+2% +$22.4K 0.66% 22
2024
Q1 		$1.21M Buy
10,205
+16
+0.2% +$1.78K 0.61% 23
2023
Q4 		$1.06M Buy
10,189
+94
+0.9% +$9.26K 0.58% 22
2023
Q3 		$957K Buy
10,095
+96
+1% +$9.42K 0.57% 24
2023
Q2 		$976K Buy
9,999
+540
+6% +$49.5K 0.57% 25
2023
Q1 		$840K Sell
9,459
-444
-4% -$37.8K 0.51% 24
2022
Q4 		$807K Sell
9,903
-168
-2% -$14K 0.49% 27
2022
Q3 		$807K Sell
10,071
-85
-0.8% -$7.65K 0.56% 25
2022
Q2 		$850K Sell
10,156
-204
-2% -$18.7K 0.57% 25
2022
Q1 		$1.09M Buy
10,360
+52
+0.5% +$5.4K 0.65% 22
2021
Q4 		$1.19M Sell
10,308
-5
-0% -$557 0.66% 22
2021
Q3 		$1.06M Sell
10,313
-91
-0.9% -$9.61K 0.64% 22
2021
Q2 		$1.05M Sell
10,404
-294
-3% -$28.3K 0.63% 22
2021
Q1 		$971K Buy
10,698
+130
+1% +$11.7K 0.62% 23
2020
Q4 		$937K Buy
10,568
+52
+0.5% +$4.38K 0.64% 25
2020
Q3 		$841K Buy
10,516
+394
+4% +$30.9K 0.65% 23
2020
Q2 		$728K Buy
10,122
+880
+10% +$58.5K 0.61% 27
2020
Q1 		$528K Buy
9,242
+2,867
+45% +$189K 0.54% 30
2019
Q4 		$431K Sell
6,375
-1,395
-18% -$90.4K 0.35% 41
2019
Q3 		$488K Buy
+7,770
New +$491K 0.42% 35

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hubbell Strickland Wealth Management's IUSG Position: Q1 2026 in Review

Hubbell Strickland Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.38% in Q1 2026, selling an estimated $6.42K and leaving 10,102 shares worth $1.57M. The position accounts for 0.62% of the portfolio, ranked #22.

Hubbell Strickland Wealth Management first reported a position in IUSG in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Hubbell Strickland Wealth Management held 10,102 shares of iShares Core S&P US Growth ETF worth $1.57M as of Q1 2026.
  • Hubbell Strickland Wealth Management sold 39 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $6.42K.
  • iShares Core S&P US Growth ETF made up 0.62% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Hubbell Strickland Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • Hubbell Strickland Wealth Management's iShares Core S&P US Growth ETF position peaked at $1.7M in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.