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

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

Historical chart of One Wealth Capital Management 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 Capital Management 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 Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8M 64k 120.72
2025-06-30 $7.5M 68k 110.10
2025-03-31 $6.9M 74k 92.83
2024-12-31 $7.7M 76k 101.53

More positions owned by One Wealth Capital Management

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Broadcom (AVGO)
Ishares Tr 10-20 Yr Trs Etf (TLH)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for One Wealth Capital Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index