Hubbell Strickland Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Hubbell Strickland Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Buy	688 +26	+4%	+$9.31K	0.09%	72
2026 Q1	$210K	Buy	662 +13	+2%	+$4.36K	0.08%	82
2025 Q4	$223K	Sell	649 -81	-11%	-$27.5K	0.09%	76
2025 Q3	$243K	Hold	730	–	–	0.1%	73
2025 Q2	$222K	Buy	+730	New	+$203K	0.1%	76
2025 Q1	–	Sell	-709	Closed	-$205K	–	81
2024 Q4	$205K	Buy	+709	New	+$203K	0.1%	75

Other funds holding OEF

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

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

Hubbell Strickland Wealth Management increased its iShares S&P 100 ETF (OEF) stake by 3.9% in Q2 2026, buying an estimated $9.31K and bringing the position to 688 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #72.

Hubbell Strickland Wealth Management first reported a position in OEF in Q4 2024 and has held it in 6 quarters since. 1,025 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Hubbell Strickland Wealth Management held 688 shares of iShares S&P 100 ETF worth $252K as of Q2 2026.
Hubbell Strickland Wealth Management bought 26 iShares S&P 100 ETF shares in Q2 2026, an estimated $9.31K.
iShares S&P 100 ETF made up 0.09% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #72 holding.
Hubbell Strickland Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 6 quarters since.
1,025 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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