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 Q3	$2.88M	Buy	12,536 +1,055	+9%	+$246K	1.43%	12
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Two West Capital Advisors's IVE Position: Q3 2026 in Review

Two West Capital Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 9.2% in Q3 2026, buying an estimated $246K and bringing the position to 12,536 shares worth $2.88M. The position accounts for 1.43% of the portfolio, ranked #12.

Two West Capital Advisors first reported a position in IVE in Q2 2024 and has held it in 10 quarters since. 1,282 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Two West Capital Advisors held 12,536 shares of iShares S&P 500 Value ETF worth $2.88M as of Q3 2026.
Two West Capital Advisors bought 1,055 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $246K.
iShares S&P 500 Value ETF made up 1.43% of Two West Capital Advisors's portfolio in Q3 2026, its #12 holding.
Two West Capital Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 10 quarters since.
1,282 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Two West Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.