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iShares S&P 500 Growth Index shares owned by One Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth Advisors 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 Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 236k 95.75
2024-06-30 $22M 254k 88.06
2024-03-31 $13M 157k 84.44
2023-09-30 $4.4M 64k 68.42
2023-06-30 $1.1M 16k 70.48
2022-12-31 $81k 1.4k 58.50