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iShares S&P 500 Growth Index shares owned by ONE Advisory Partners

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by ONE Advisory Partners from 13F filings

Historical chart of ONE Advisory Partners investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by ONE Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by ONE Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.9M 117k 84.44
2023-12-31 $4.4M 59k 75.10
2023-09-30 $3.8M 55k 68.42
2023-06-30 $938k 13k 70.48
2022-06-30 $260k 4.3k 60.37

More positions owned by ONE Advisory Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)

View all positions for ONE Advisory Partners

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index