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 Q3	$3.35M	Sell	23,520 -137,634	-85%	-$19.1M	0.9%	22
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

One Advisory Partners's IVW Position: Q3 2026 in Review

One Advisory Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 85% in Q3 2026, selling an estimated $19.1M and leaving 23,520 shares worth $3.35M. The position accounts for 0.9% of the portfolio, ranked #22.

One Advisory Partners first reported a position in IVW in Q2 2022 and has held it in 15 quarters since. The position peaked at $22.2M in Q2 2026. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

One Advisory Partners held 23,520 shares of iShares S&P 500 Growth ETF worth $3.35M as of Q3 2026.
One Advisory Partners sold 137,634 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $19.1M.
iShares S&P 500 Growth ETF made up 0.9% of One Advisory Partners's portfolio in Q3 2026, its #22 holding.
One Advisory Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and has held it in 15 quarters since.
One Advisory Partners's iShares S&P 500 Growth ETF position peaked at $22.2M in Q2 2026.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.