One Wealth Advisors, LLC IVW Holdings History
One Wealth Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, One Wealth Advisors, LLC held 212,095.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $23.35 Mil. This investment constitutes 3.25% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.04% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2022Q4. And since then One Wealth Advisors, LLC has made 7 purchases of IVW, at an average price of $79.60, for a total of 257,183.00 shares. In addition, there have been 4 sales at an average price of $95.11 for 45,088.00 shares. Based on historical transaction data and IVW's current price of $112.31, One Wealth Advisors, LLC's estimated gain on his IVW holdings is $7.64 Mil, reflecting a 37.30% gain to date.
One Wealth Advisors, LLC IVW ($112.31) Holding Chart
One Wealth Advisors, LLC IVW ($112.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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