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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.42M	Sell	5,343 -888	-14%	-$568K	2.24%	7
2025 Q1	$3.35M	Buy	6,231 +451	+8%	+$242K	2.8%	7
2024 Q4	$3.4M	Buy	5,780 +445	+8%	+$262K	2.92%	7
2024 Q3	$3.08M	Sell	5,335 -319	-6%	-$184K	2.49%	7
2024 Q2	$3.09M	Buy	+5,654	New	+$3.09M	2.95%	7