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IVWIVW
30 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in ISHARES S&P 500 GROWTH ETF

OneDigital Investment Advisors LLC holds 371,331 shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $51.1M as of 2026-Q2. The position was decreased (-5.0% shares). IVW represents 0.4% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$51.1M

Current Shares

371,331

Total Value Change

+$51M

Total Shares Change

+371,172

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
371,331
-5.0%
$51.1M0.4%$137.53
0
2026-Q1
Increased
391,098
+2.6%
$44.2M0.4%$113.00
36
2025-Q4
Decreased
381,331
-9.4%
$47M0.5%$123.04
0
2025-Q3
Decreased
420,999
-5.0%
$50.8M0.5%$120.38
0
2025-Q2
Decreased
442,922
-10.4%
$48.8M0.5%$109.66
0
2025-Q1
Decreased
494,233
-10.6%
$45.9M0.5%$92.36
0
2024-Q4
Decreased
552,826
-15.2%
$56.1M0.7%$100.90
0
2024-Q3
Decreased
652,040
-7.9%
$62.4M0.7%$95.03
0
2024-Q2
Decreased
707,670
-0.9%
$65.5M0.8%$91.87
0
2024-Q1
Decreased
713,891
-32.7%
$60.3M0.9%$83.76
0
2023-Q4
Increased
1.1M
+128.1%
$79.6M1.4%$74.42
76
2023-Q3
Increased
464,855
+242.7%
$31.8M0.7%$67.61
66
2023-Q2
Increased
135,636
+14.1%
$9.6M0.2%$69.30
38
2023-Q1
Increased
118,876
+10.9%
$7.6M0.2%$62.68
36
2022-Q4
Decreased
107,204
-3.3%
$6.3M0.2%$57.32
0
2022-Q3
Increased
110,876
+4.4%
$6.4M0.2%$56.46
34
2022-Q2
Decreased
106,189
-8.9%
$6.4M0.3%$58.75
0
2022-Q1
Decreased
116,520
-1.6%
$8.9M0.3%$74.23
0
2021-Q4
Decreased
118,474
-0.0%
$9.9M0.4%$81.18
0
2021-Q3
Decreased
118,513
-0.7%
$8.8M0.3%$71.63
0
2021-Q2
Increased
119,336
+0.8%
$8.7M0.4%$70.38
33
2021-Q1
Increased
118,333
+0.7%
$7.7M0.4%$62.93
33
2020-Q4
Increased
117,481
+259.3%
$7.5M0.4%$61.59
53
2020-Q3
Decreased
32,695
-0.7%
$7.6M0.5%$55.62
0
2020-Q2
Increased
32,912
+5.3%
$6.8M0.5%$49.83
34
2020-Q1
Increased
31,247
+517.9%
$5.2M0.5%$39.54
52
2019-Q4
Increased
5,057
+8.1%
$979,0000.1%$46.23
27
2019-Q3
Increased
4,677
+157.3%
$842,0000.1%$42.60
40
2019-Q2
Increased
1,818
+1043.4%
$326,0000.0%$42.47
38
2019-Q1
New
159
-
$27,0000.0%$40.67
27

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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