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iShares S&P 500 Growth Index shares owned by One Wealth Management Investment & Advisory Services

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

Historical chart of One Wealth Management Investment & Advisory Services 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 Management Investment & Advisory Services 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 Management Investment & Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $645k 6.7k 95.75
2024-06-30 $8.8M 95k 92.54
2024-03-31 $5.1M 60k 84.44
2023-12-31 $2.5M 33k 75.10

More positions owned by One Wealth Management Investment & Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Onespaworld Holdings Ltd onespaworld hold (OSW)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tesla Motors (TSLA)
Seacoast Bkg Corp Fla Com New (SBCF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Block Cl A (SQ)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for One Wealth Management Investment & Advisory Services

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index