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

Hubbell Strickland 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 		$374K Sell
3,309
-57
-2% -$6.86K 0.15% 57
2025
Q4 		$415K Sell
3,366
-106
-3% -$13K 0.17% 53
2025
Q3 		$419K Buy
3,472
+4
+0.1% +$460 0.17% 52
2025
Q2 		$382K Buy
3,468
+4
+0.1% +$396 0.17% 54
2025
Q1 		$322K Buy
3,464
+4
+0.1% +$403 0.15% 56
2024
Q4 		$351K Sell
3,460
-6
-0.2% -$599 0.17% 51
2024
Q3 		$332K Buy
3,466
+6
+0.2% +$554 0.16% 56
2024
Q2 		$320K Buy
3,460
+2
+0.1% +$172 0.16% 54
2024
Q1 		$292K Buy
3,458
+14
+0.4% +$1.13K 0.15% 59
2023
Q4 		$259K Buy
3,444
+40
+1% +$2.85K 0.14% 61
2023
Q3 		$233K Buy
3,404
+50
+1% +$3.54K 0.14% 65
2023
Q2 		$236K Buy
3,354
+8
+0.2% +$529 0.14% 64
2023
Q1 		$214K Buy
+3,346
New +$205K 0.13% 62
2022
Q3 		– Sell
-3,320
Closed -$200K – 59
2022
Q2 		$200K Buy
3,320
+6
+0.2% +$397 0.13% 59
2022
Q1 		$253K Buy
3,314
+5
+0.2% +$376 0.15% 55
2021
Q4 		$277K Buy
3,309
+4
+0.1% +$322 0.15% 55
2021
Q3 		$244K Buy
3,305
+5
+0.2% +$381 0.15% 61
2021
Q2 		$240K Buy
3,300
+4
+0.1% +$277 0.14% 61
2021
Q1 		$215K Buy
3,296
+5
+0.2% +$323 0.14% 59
2020
Q4 		$210K Buy
+3,291
New +$200K 0.14% 59

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Hubbell Strickland Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q1 2026, selling an estimated $6.86K and leaving 3,309 shares worth $374K. The position accounts for 0.15% of the portfolio, ranked #57.

Hubbell Strickland Wealth Management first reported a position in IVW in Q4 2020 and has held it in 20 quarters since. The position peaked at $419K in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Hubbell Strickland Wealth Management held 3,309 shares of iShares S&P 500 Growth ETF worth $374K as of Q1 2026.
  • Hubbell Strickland Wealth Management sold 57 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $6.86K.
  • iShares S&P 500 Growth ETF made up 0.15% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Hubbell Strickland Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Hubbell Strickland Wealth Management's iShares S&P 500 Growth ETF position peaked at $419K in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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