HSWM
IVV icon

Hubbell Strickland Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hubbell Strickland Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.4M Sell
40,531
-147
-0.4% -$107K 10.95% 2
2026
Q1 		$26.6M Buy
40,678
+1,008
+3% +$688K 10.59% 2
2025
Q4 		$27.2M Buy
39,670
+792
+2% +$538K 10.93% 2
2025
Q3 		$26M Buy
38,878
+1,209
+3% +$779K 10.7% 2
2025
Q2 		$23.4M Buy
37,669
+609
+2% +$350K 10.32% 2
2025
Q1 		$20.8M Buy
37,060
+1,019
+3% +$602K 9.86% 2
2024
Q4 		$21.2M Buy
36,041
+72
+0.2% +$42.6K 10.06% 2
2024
Q3 		$20.7M Buy
35,969
+135
+0.4% +$75.1K 9.71% 2
2024
Q2 		$19.6M Sell
35,834
-67
-0.2% -$35.2K 9.84% 2
2024
Q1 		$18.9M Buy
35,901
+119
+0.3% +$59.5K 9.54% 2
2023
Q4 		$17.1M Buy
35,782
+347
+1% +$155K 9.35% 2
2023
Q3 		$15.2M Sell
35,435
-23
-0.1% -$10.3K 9.11% 2
2023
Q2 		$15.8M Buy
35,458
+161
+0.5% +$67.8K 9.15% 2
2023
Q1 		$14.5M Sell
35,297
-1,408
-4% -$564K 8.81% 2
2022
Q4 		$14.1M Buy
36,705
+371
+1% +$143K 8.58% 3
2022
Q3 		$13M Buy
36,334
+2,161
+6% +$863K 9.08% 2
2022
Q2 		$13M Buy
34,173
+483
+1% +$199K 8.63% 2
2022
Q1 		$15.3M Sell
33,690
-782
-2% -$350K 9.08% 2
2021
Q4 		$16.4M Buy
34,472
+624
+2% +$288K 9.1% 2
2021
Q3 		$14.6M Buy
33,848
+905
+3% +$401K 8.83% 3
2021
Q2 		$14.2M Sell
32,943
-107
-0.3% -$44.8K 8.52% 3
2021
Q1 		$13.1M Buy
33,050
+904
+3% +$350K 8.45% 3
2020
Q4 		$12.1M Buy
32,146
+1,344
+4% +$478K 8.24% 3
2020
Q3 		$10.4M Buy
30,802
+1,871
+6% +$623K 8.06% 3
2020
Q2 		$8.96M Buy
28,931
+2,807
+11% +$824K 7.54% 4
2020
Q1 		$6.75M Buy
26,124
+4,344
+20% +$1.33M 6.85% 4
2019
Q4 		$7.04M Buy
21,780
+752
+4% +$233K 5.68% 4
2019
Q3 		$6.28M Buy
+21,028
New +$6.25M 5.43% 4

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Hubbell Strickland Wealth Management's IVV Position: Q2 2026 in Review

Hubbell Strickland Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.36% in Q2 2026, selling an estimated $107K and leaving 40,531 shares worth $30.4M. The position accounts for 10.95% of the portfolio, ranked #2.

Hubbell Strickland Wealth Management first reported a position in IVV in Q3 2019 and has held it in 28 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Hubbell Strickland Wealth Management held 40,531 shares of iShares Core S&P 500 ETF worth $30.4M as of Q2 2026.
  • Hubbell Strickland Wealth Management sold 147 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $107K.
  • iShares Core S&P 500 ETF made up 10.95% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Hubbell Strickland Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.