One Advisory Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

One Advisory Partners’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	$22.2M	Sell	161,154 -6,893	-4%	-$910K	6.03%	5
2026 Q1	$19M	Buy	168,047 +4,140	+3%	+$498K	5.86%	5
2025 Q4	$20.2M	Buy	163,907 +1,316	+0.8%	+$161K	6.09%	5
2025 Q3	$19.6M	Sell	162,591 -3,542	-2%	-$407K	6.02%	5
2025 Q2	$18.8M	Sell	166,133 -9,009	-5%	-$892K	6.27%	5
2025 Q1	$16.3M	Buy	175,142 +6,269	+4%	+$632K	6.94%	4
2024 Q4	$17.1M	Sell	168,873 -7,963	-5%	-$794K	7.61%	3
2024 Q3	$16.9M	Sell	176,836 -16,847	-9%	-$1.56M	7.43%	3
2024 Q2	$17.9M	Buy	193,683 +76,490	+65%	+$6.59M	8.26%	3
2024 Q1	$9.9M	Buy	117,193 +58,126	+98%	+$4.67M	4.86%	5
2023 Q4	$4.44M	Buy	59,067 +4,126	+8%	+$294K	2.33%	12
2023 Q3	$3.76M	Buy	54,941 +41,637	+313%	+$2.95M	2.2%	12
2023 Q2	$938K	Buy	+13,304	New	+$879K	0.53%	22
2022 Q3	–	Sell	-4,307	Closed	-$260K	–	53
2022 Q2	$260K	Buy	+4,307	New	+$285K	0.17%	41

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

One Advisory Partners's IVW Position: Q2 2026 in Review

One Advisory Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.1% in Q2 2026, selling an estimated $910K and leaving 161,154 shares worth $22.2M. The position accounts for 6.03% of the portfolio, ranked #5.

One Advisory Partners first reported a position in IVW in Q2 2022 and has held it in 14 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

One Advisory Partners held 161,154 shares of iShares S&P 500 Growth ETF worth $22.2M as of Q2 2026.
One Advisory Partners sold 6,893 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $910K.
iShares S&P 500 Growth ETF made up 6.03% of One Advisory Partners's portfolio in Q2 2026, its #5 holding.
One Advisory Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 14 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.