OWMIAS
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One Wealth Management Investment & Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

One Wealth Management Investment & Advisory Services’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 		$990K Buy
7,196
+776
+12% +$102K 1.04% 18
2026
Q1 		$726K Buy
6,420
+10
+0.2% +$1.2K 0.87% 20
2025
Q4 		$790K Sell
6,410
-71
-1% -$8.69K 0.86% 21
2025
Q3 		$782K Sell
6,481
-73
-1% -$8.4K 0.91% 22
2025
Q2 		$722K Sell
6,554
-57
-0.9% -$5.64K 0.93% 20
2025
Q1 		$614K Sell
6,611
-64
-1% -$6.45K 1.02% 17
2024
Q4 		$678K Sell
6,675
-58
-0.9% -$5.79K 1.07% 15
2024
Q3 		$645K Sell
6,733
-87,956
-93% -$8.12M 1.13% 15
2024
Q2 		$8.76M Buy
94,689
+34,352
+57% +$2.96M 3.49% 7
2024
Q1 		$5.09M Buy
60,337
+27,000
+81% +$2.17M 2.09% 10
2023
Q4 		$2.5M Buy
+33,337
New +$2.37M 1.12% 15

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

One Wealth Management Investment & Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 12% in Q2 2026, buying an estimated $102K and bringing the position to 7,196 shares worth $990K. The position accounts for 1.04% of the portfolio, ranked #18.

One Wealth Management Investment & Advisory Services first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.76M in Q2 2024. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 7,196 shares of iShares S&P 500 Growth ETF worth $990K as of Q2 2026.
  • One Wealth Management Investment & Advisory Services bought 776 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $102K.
  • iShares S&P 500 Growth ETF made up 1.04% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #18 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • One Wealth Management Investment & Advisory Services's iShares S&P 500 Growth ETF position peaked at $8.76M in Q2 2024.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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