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Two West Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Two West Capital Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Sell
11,481
-72
-0.6% -$16.1K 1.31% 14
2026
Q1 		$2.55M Buy
11,553
+743
+7% +$161K 1.35% 12
2025
Q4 		$2.29M Buy
10,810
+3,764
+53% +$789K 1.33% 12
2025
Q3 		$1.48M Buy
7,046
+314
+5% +$63.1K 0.89% 20
2025
Q2 		$1.35M Buy
6,732
+3,358
+100% +$626K 0.88% 19
2025
Q1 		$602K Buy
3,374
+1,569
+87% +$304K 0.5% 33
2024
Q4 		$345K Buy
1,805
+399
+28% +$79.1K 0.3% 50
2024
Q3 		$277K Sell
1,406
-1
-0.1% -$190 0.22% 51
2024
Q2 		$256K Buy
+1,407
New +$256K 0.24% 55

Other funds holding IVE

PAS
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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Two West Capital Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.62% in Q2 2026, selling an estimated $16.1K and leaving 11,481 shares worth $2.64M. The position accounts for 1.31% of the portfolio, ranked #14.

Two West Capital Advisors first reported a position in IVE in Q2 2024 and has held it in 9 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Two West Capital Advisors held 11,481 shares of iShares S&P 500 Value ETF worth $2.64M as of Q2 2026.
  • Two West Capital Advisors sold 72 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $16.1K.
  • iShares S&P 500 Value ETF made up 1.31% of Two West Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • Two West Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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