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 Q3	$10.5M	Buy	13,741 +922	+7%	+$704K	5.24%	5
2026 Q2	$9.6M	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

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

Two West Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 7.2% in Q3 2026, buying an estimated $704K and bringing the position to 13,741 shares worth $10.5M. The position accounts for 5.24% of the portfolio, ranked #5.

Two West Capital Advisors first reported a position in IVV in Q2 2024 and has held it in 10 quarters since. 2,159 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Two West Capital Advisors held 13,741 shares of iShares Core S&P 500 ETF worth $10.5M as of Q3 2026.
Two West Capital Advisors bought 922 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $704K.
iShares Core S&P 500 ETF made up 5.24% of Two West Capital Advisors's portfolio in Q3 2026, its #5 holding.
Two West Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
2,159 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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