One Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

One Wealth Advisors’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 Q1	$25.6M	Buy	226,392 +9,732	+4%	+$1.17M	3.19%	6
2025 Q4	$26.7M	Buy	216,660 +6,063	+3%	+$742K	3.26%	5
2025 Q3	$25.4M	Sell	210,597 -1,498	-0.7%	-$172K	3.19%	5
2025 Q2	$23.4M	Sell	212,095 -25,457	-11%	-$2.52M	3.25%	5
2025 Q1	$22.1M	Sell	237,552 -242	-0.1%	-$24.4K	3.29%	5
2024 Q4	$24.1M	Buy	237,794 +2,288	+1%	+$228K	3.58%	4
2024 Q3	$22.5M	Sell	235,506 -18,010	-7%	-$1.66M	3.46%	6
2024 Q2	$22.3M	Buy	253,516 +96,518	+61%	+$8.32M	4.78%	3
2024 Q1	$13.3M	Buy	156,998 +83,653	+114%	+$6.72M	2.31%	10
2023 Q4	$5.51M	Buy	73,345 +9,499	+15%	+$676K	1.06%	26
2023 Q3	$4.37M	Buy	63,846 +48,165	+307%	+$3.41M	0.97%	28
2023 Q2	$1.11M	Buy	+15,681	New	+$1.04M	0.23%	58
2023 Q1	–	Sell	-1,379	Closed	-$80.7K	–	399
2022 Q4	$80.7K	Buy	+1,379	New	+$82.8K	0.02%	327

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

One Wealth Advisors's IVW Position: Q1 2026 in Review

One Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 4.5% in Q1 2026, buying an estimated $1.17M and bringing the position to 226,392 shares worth $25.6M. The position accounts for 3.19% of the portfolio, ranked #6.

One Wealth Advisors first reported a position in IVW in Q4 2022 and has held it in 13 quarters since. The position peaked at $26.7M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

One Wealth Advisors held 226,392 shares of iShares S&P 500 Growth ETF worth $25.6M as of Q1 2026.
One Wealth Advisors bought 9,732 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.17M.
iShares S&P 500 Growth ETF made up 3.19% of One Wealth Advisors's portfolio in Q1 2026, its #6 holding.
One Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 13 quarters since.
One Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $26.7M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.