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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.4M Buy
228,006
+1,614
+0.7% +$213K 3.46% 3
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

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

One Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.71% in Q2 2026, buying an estimated $213K and bringing the position to 228,006 shares worth $31.4M. The position accounts for 3.46% of the portfolio, ranked #3.

One Wealth Advisors first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • One Wealth Advisors held 228,006 shares of iShares S&P 500 Growth ETF worth $31.4M as of Q2 2026.
  • One Wealth Advisors bought 1,614 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $213K.
  • iShares S&P 500 Growth ETF made up 3.46% of One Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • One Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 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 Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.