Two West Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.55M	Buy	12,819 +5,078	+66%	+$3.7M	4.75%	6
2026 Q1	$5.53M	Buy	7,741 +1,688	+28%	+$1.15M	2.93%	7
2025 Q4	$4.15M	Buy	6,053 +208	+4%	+$141K	2.41%	7
2025 Q3	$3.98M	Buy	5,845 +502	+9%	+$323K	2.4%	7
2025 Q2	$3.42M	Sell	5,343 -888	-14%	-$510K	2.24%	7
2025 Q1	$3.35M	Buy	6,231 +451	+8%	+$266K	2.8%	7
2024 Q4	$3.4M	Buy	5,780 +445	+8%	+$263K	2.92%	7
2024 Q3	$3.08M	Sell	5,335 -319	-6%	-$177K	2.49%	7
2024 Q2	$3.09M	Buy	+5,654	New	+$2.97M	2.95%	7

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PAS

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Two West Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 66% in Q2 2026, buying an estimated $3.7M and bringing the position to 12,819 shares worth $9.55M. The position accounts for 4.75% of the portfolio, ranked #6.

Two West Capital Advisors first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Two West Capital Advisors held 12,819 shares of iShares Core S&P 500 ETF worth $9.55M as of Q2 2026.
Two West Capital Advisors bought 5,078 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.7M.
iShares Core S&P 500 ETF made up 4.75% of Two West Capital Advisors's portfolio in Q2 2026, its #6 holding.
Two West Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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