Two West Capital Advisors’s iShares Flexible Equity Active ETF BFLX Stock Holding History

Two West Capital Advisors’s Portfolio BFLX Stock Details BFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Buy	+15,885	New	+$405K	0.2%	71

Other funds holding BFLX

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Two West Capital Advisors's BFLX Position: Q2 2026 in Review

Two West Capital Advisors opened a new position in iShares Flexible Equity Active ETF (BFLX) in Q2 2026: 15,885 shares worth $400K. The stake represents 0.2% of the portfolio and ranks #71 among its holdings.

12 funds tracked by Wall St. Rank hold BFLX as of Q2 2026.

Two West Capital Advisors held 15,885 shares of iShares Flexible Equity Active ETF worth $400K as of Q2 2026.
iShares Flexible Equity Active ETF was a new Two West Capital Advisors position in Q2 2026.
iShares Flexible Equity Active ETF made up 0.2% of Two West Capital Advisors's portfolio in Q2 2026, its #71 holding.
12 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.