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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Buy	6,732 +3,358	+100%	+$674K	0.88%	19
2025 Q1	$602K	Buy	3,374 +1,569	+87%	+$280K	0.5%	33
2024 Q4	$345K	Buy	1,805 +399	+28%	+$76.2K	0.3%	50
2024 Q3	$277K	Sell	1,406 -1	-0.1%	-$197	0.22%	51
2024 Q2	$256K	Buy	+1,407	New	+$256K	0.24%	55