OneDigital Investment 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 | $51.1M | Sell |
371,331
-19,767
| -5% | -$2.61M | 0.43% | 47 |
|
|
2026
Q1 | $44.2M | Buy |
391,098
+9,767
| +3% | +$1.17M | 0.43% | 47 |
|
|
2025
Q4 | $47M | Sell |
381,331
-39,668
| -9% | -$4.85M | 0.46% | 41 |
|
|
2025
Q3 | $50.8M | Sell |
420,999
-21,923
| -5% | -$2.52M | 0.52% | 39 |
|
|
2025
Q2 | $48.8M | Sell |
442,922
-51,311
| -10% | -$5.08M | 0.54% | 40 |
|
|
2025
Q1 | $45.9M | Sell |
494,233
-58,593
| -11% | -$5.91M | 0.54% | 40 |
|
|
2024
Q4 | $56.1M | Sell |
552,826
-99,214
| -15% | -$9.9M | 0.65% | 34 |
|
|
2024
Q3 | $62.4M | Sell |
652,040
-55,630
| -8% | -$5.14M | 0.71% | 30 |
|
|
2024
Q2 | $65.5M | Sell |
707,670
-6,221
| -0.9% | -$536K | 0.82% | 29 |
|
|
2024
Q1 | $60.3M | Sell |
713,891
-346,604
| -33% | -$27.8M | 0.95% | 24 |
|
|
2023
Q4 | $79.6M | Buy |
1,060,495
+595,640
| +128% | +$42.4M | 1.39% | 11 |
|
|
2023
Q3 | $31.8M | Buy |
464,855
+329,219
| +243% | +$23.3M | 0.69% | 36 |
|
|
2023
Q2 | $9.56M | Buy |
135,636
+16,760
| +14% | +$1.11M | 0.21% | 95 |
|
|
2023
Q1 | $7.6M | Buy |
118,876
+11,672
| +11% | +$713K | 0.18% | 104 |
|
|
2022
Q4 | $6.27M | Sell |
107,204
-3,672
| -3% | -$220K | 0.18% | 109 |
|
|
2022
Q3 | $6.41M | Buy |
110,876
+4,687
| +4% | +$305K | 0.24% | 69 |
|
|
2022
Q2 | $6.41M | Sell |
106,189
-10,331
| -9% | -$684K | 0.28% | 55 |
|
|
2022
Q1 | $8.9M | Sell |
116,520
-1,954
| -2% | -$147K | 0.34% | 47 |
|
|
2021
Q4 | $9.91M | Sell |
118,474
-39
| -0% | -$3.14K | 0.35% | 46 |
|
|
2021
Q3 | $8.76M | Sell |
118,513
-823
| -0.7% | -$62.7K | 0.35% | 49 |
|
|
2021
Q2 | $8.68M | Buy |
119,336
+1,003
| +0.8% | +$69.4K | 0.36% | 46 |
|
|
2021
Q1 | $7.71M | Buy |
118,333
+852
| +0.7% | +$55.1K | 0.36% | 48 |
|
|
2020
Q4 | $7.5M | Sell |
117,481
-13,299
| -10% | -$806K | 0.39% | 50 |
|
|
2020
Q3 | $7.55M | Sell |
130,780
-868
| -0.7% | -$49.1K | 0.52% | 40 |
|
|
2020
Q2 | $6.83M | Buy |
131,648
+6,660
| +5% | +$319K | 0.49% | 45 |
|
|
2020
Q1 | $5.16M | Buy |
124,988
+104,760
| +518% | +$4.95M | 0.46% | 51 |
|
|
2019
Q4 | $979K | Buy |
20,228
+1,520
| +8% | +$70.5K | 0.08% | 194 |
|
|
2019
Q3 | $842K | Buy |
18,708
+11,436
| +157% | +$517K | 0.08% | 193 |
|
|
2019
Q2 | $326K | Buy |
7,272
+6,636
| +1,043% | +$292K | 0.03% | 328 |
|
|
2019
Q1 | $27K | Sell |
636
-528
| -45% | -$21.6K | ﹤0.01% | 649 |
|
|
2018
Q4 | $44K | Sell |
1,164
-3,768
| -76% | -$152K | 0.01% | 485 |
|
|
2018
Q3 | $219K | Buy |
4,932
+564
| +13% | +$24.2K | 0.05% | 164 |
|
|
2018
Q2 | $178K | Sell |
4,368
-196
| -4% | -$7.87K | 0.04% | 236 |
|
|
2018
Q1 | $177K | Hold |
4,564
| – | – | 0.04% | 240 |
|
|
2017
Q4 | $174K | Buy |
4,564
+3,940
| +631% | +$147K | 0.02% | 247 |
|
|
2017
Q3 | $22K | Sell |
624
-3,736
| -86% | -$132K | 0.01% | 613 |
|
|
2017
Q2 | $149K | Buy |
+4,360
| New | +$148K | 0.04% | 240 |
|
Other funds holding IVW
OneDigital Investment Advisors's IVW Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.1% in Q2 2026, selling an estimated $2.61M and leaving 371,331 shares worth $51.1M. The position accounts for 0.43% of the portfolio, ranked #47.
OneDigital Investment Advisors first reported a position in IVW in Q2 2017 and has held it in 37 quarters since. The position peaked at $79.6M in Q4 2023. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- OneDigital Investment Advisors held 371,331 shares of iShares S&P 500 Growth ETF worth $51.1M as of Q2 2026.
- OneDigital Investment Advisors sold 19,767 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.61M.
- iShares S&P 500 Growth ETF made up 0.43% of OneDigital Investment Advisors's portfolio in Q2 2026, its #47 holding.
- OneDigital Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's iShares S&P 500 Growth ETF position peaked at $79.6M in Q4 2023.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.