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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in ISHARES S&P 500 GROWTH ETF

HB Wealth Management, LLC holds 2.2M shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $302.7M as of 2026-Q2. The position was decreased (-1.6% shares). IVW represents 1.7% of HB Wealth Management, LLC's portfolio.

Current Value

$302.7M

Current Shares

2.2M

Total Value Change

+$61.6M

Total Shares Change

-316,676

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.2M
-1.6%
$302.7M1.7%$137.53
0
2026-Q1
Decreased
2.2M
-5.7%
$253M1.6%$113.00
0
2025-Q4
Decreased
2.4M
-1.6%
$292.4M1.9%$123.04
0
2025-Q3
Increased
2.4M
+5.7%
$290.9M2.0%$120.38
52
2025-Q2
Decreased
2.3M
-8.1%
$251M2.0%$109.66
0
2025-Q1
Decreased
2.5M
-0.2%
$230.1M1.9%$92.36
0
2024-Q4
Decreased
2.5M
-1.4%
$252.2M2.6%$100.90
0
2024-Q3
Decreased
2.5M
-0.6%
$241M2.6%$95.03
0

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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