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 Q2	$451K	Sell	3,282 -27	-0.8%	-$3.56K	0.16%	57
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Hubbell Strickland Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.82% in Q2 2026, selling an estimated $3.56K and leaving 3,282 shares worth $451K. The position accounts for 0.16% of the portfolio, ranked #57.

Hubbell Strickland Wealth Management first reported a position in IVW in Q4 2020 and has held it in 21 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Hubbell Strickland Wealth Management held 3,282 shares of iShares S&P 500 Growth ETF worth $451K as of Q2 2026.
Hubbell Strickland Wealth Management sold 27 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $3.56K.
iShares S&P 500 Growth ETF made up 0.16% of Hubbell Strickland Wealth Management's portfolio in Q2 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 21 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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