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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Hubbell Strickland Wealth Management increased its iShares S&P 100 ETF (OEF) stake by 2% in Q1 2026, buying an estimated $4.36K and bringing the position to 662 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #82.

Hubbell Strickland Wealth Management first reported a position in OEF in Q4 2024 and has held it in 5 quarters since. The position peaked at $243K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Hubbell Strickland Wealth Management held 662 shares of iShares S&P 100 ETF worth $210K as of Q1 2026.
Hubbell Strickland Wealth Management bought 13 iShares S&P 100 ETF shares in Q1 2026, an estimated $4.36K.
iShares S&P 100 ETF made up 0.08% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #82 holding.
Hubbell Strickland Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 5 quarters since.
Hubbell Strickland Wealth Management's iShares S&P 100 ETF position peaked at $243K in Q3 2025.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

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