One Wealth Management Investment & Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

One Wealth Management Investment & Advisory Services’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	$3.72M	Buy	4,969 +811	+20%	+$591K	3.91%	10
2026 Q1	$2.72M	Buy	4,158 +26	+0.6%	+$17.8K	3.27%	11
2025 Q4	$2.83M	Sell	4,132 -393	-9%	-$267K	3.09%	12
2025 Q3	$3.03M	Buy	4,525 +34	+0.8%	+$21.9K	3.52%	11
2025 Q2	$2.79M	Sell	4,491 -204	-4%	-$117K	3.59%	10
2025 Q1	$2.64M	Sell	4,695 -54	-1%	-$31.9K	4.37%	8
2024 Q4	$2.8M	Sell	4,749 -101	-2%	-$59.8K	4.43%	8
2024 Q3	$2.8M	Sell	4,850 -41,822	-90%	-$23.3M	4.91%	8
2024 Q2	$25.5M	Sell	46,672 -5,637	-11%	-$2.96M	10.16%	2
2024 Q1	$27.5M	Sell	52,309 -9,987	-16%	-$5M	11.26%	2
2023 Q4	$29.8M	Buy	+62,296	New	+$27.9M	13.26%	2

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PAS

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's IVV Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, buying an estimated $591K and bringing the position to 4,969 shares worth $3.72M. The position accounts for 3.91% of the portfolio, ranked #10.

One Wealth Management Investment & Advisory Services first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.8M in Q4 2023. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

One Wealth Management Investment & Advisory Services held 4,969 shares of iShares Core S&P 500 ETF worth $3.72M as of Q2 2026.
One Wealth Management Investment & Advisory Services bought 811 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $591K.
iShares Core S&P 500 ETF made up 3.91% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #10 holding.
One Wealth Management Investment & Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
One Wealth Management Investment & Advisory Services's iShares Core S&P 500 ETF position peaked at $29.8M in Q4 2023.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.