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One Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

One Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.6M Buy
36,862
+1,123
+3% +$818K 3.05% 6
2026
Q1 		$23.3M Sell
35,739
-563
-2% -$384K 2.91% 8
2025
Q4 		$24.9M Sell
36,302
-488
-1% -$331K 3.04% 7
2025
Q3 		$24.6M Sell
36,790
-32
-0.1% -$20.6K 3.09% 6
2025
Q2 		$22.9M Buy
36,822
+1,059
+3% +$608K 3.18% 6
2025
Q1 		$20.1M Sell
35,763
-2,616
-7% -$1.54M 3% 7
2024
Q4 		$22.6M Buy
38,379
+3,164
+9% +$1.87M 3.35% 6
2024
Q3 		$20.3M Sell
35,215
-152
-0.4% -$84.5K 3.12% 7
2024
Q2 		$19M Buy
35,367
+1,796
+5% +$944K 4.06% 5
2024
Q1 		$17.6M Sell
33,571
-1,322
-4% -$661K 3.07% 6
2023
Q4 		$16.7M Buy
34,893
+1,176
+3% +$526K 3.21% 6
2023
Q3 		$14.5M Sell
33,717
-452
-1% -$202K 3.22% 6
2023
Q2 		$15.2M Buy
34,169
+3,580
+12% +$1.51M 3.21% 8
2023
Q1 		$12.6M Buy
30,589
+1,504
+5% +$603K 2.9% 8
2022
Q4 		$11.2M Buy
29,085
+1,962
+7% +$757K 2.55% 9
2022
Q3 		$9.73M Buy
27,123
+13,419
+98% +$5.36M 3.18% 7
2022
Q2 		$5.2M Buy
13,704
+3,545
+35% +$1.46M 1.39% 18
2022
Q1 		$4.61M Buy
10,159
+3,069
+43% +$1.37M 1.13% 21
2021
Q4 		$3.38M Buy
7,090
+2,113
+42% +$974K 0.86% 27
2021
Q3 		$2.14M Buy
4,977
+1,636
+49% +$725K 0.63% 29
2021
Q2 		$1.44M Buy
3,341
+890
+36% +$373K 0.45% 35
2021
Q1 		$975K Buy
2,451
+1,648
+205% +$638K 0.37% 33
2020
Q4 		$301K Buy
+803
New +$286K 0.16% 86

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

One Wealth Advisors's IVV Position: Q2 2026 in Review

One Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, buying an estimated $818K and bringing the position to 36,862 shares worth $27.6M. The position accounts for 3.05% of the portfolio, ranked #6.

One Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • One Wealth Advisors held 36,862 shares of iShares Core S&P 500 ETF worth $27.6M as of Q2 2026.
  • One Wealth Advisors bought 1,123 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $818K.
  • iShares Core S&P 500 ETF made up 3.05% of One Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • One Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.