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 |
|---|---|---|---|
| 2025-09-30 | $25M | 211k | 120.72 |
| 2025-06-30 | $23M | 212k | 110.10 |
| 2025-03-31 | $22M | 238k | 92.83 |
| 2024-12-31 | $24M | 238k | 101.53 |
| 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 |