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

One Wealth Capital Management’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	$10.7M	Buy	77,730 +11,054	+17%	+$1.46M	3.01%	6
2026 Q1	$8.61M	Buy	66,676 +2,091	+3%	+$251K	3.76%	5
2025 Q4	$7.96M	Buy	64,585 +242	+0.4%	+$29.6K	3.39%	7
2025 Q3	$7.77M	Sell	64,343 -3,808	-6%	-$438K	3.48%	5
2025 Q2	$7.5M	Sell	68,151 -5,837	-8%	-$578K	3.52%	8
2025 Q1	$6.87M	Sell	73,988 -1,735	-2%	-$175K	3.68%	6
2024 Q4	$7.69M	Buy	+75,723	New	+$7.55M	3.9%	5

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

One Wealth Capital Management's IVW Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, buying an estimated $1.46M and bringing the position to 77,730 shares worth $10.7M. The position accounts for 3.01% of the portfolio, ranked #6.

One Wealth Capital Management first reported a position in IVW in Q4 2024 and has held it in 7 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

One Wealth Capital Management held 77,730 shares of iShares S&P 500 Growth ETF worth $10.7M as of Q2 2026.
One Wealth Capital Management bought 11,054 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.46M.
iShares S&P 500 Growth ETF made up 3.01% of One Wealth Capital Management's portfolio in Q2 2026, its #6 holding.
One Wealth Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.