Two West Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.11M	Buy	23,119 +3,448	+18%	+$455K	1.55%	13
2026 Q1	$2.53M	Buy	19,671 +3,690	+23%	+$444K	1.34%	13
2025 Q4	$1.97M	Buy	15,981 +881	+6%	+$108K	1.14%	16
2025 Q3	$1.85M	Buy	15,100 +332	+2%	+$38.2K	1.12%	16
2025 Q2	$1.68M	Buy	14,768 +4,403	+42%	+$436K	1.1%	15
2025 Q1	$937K	Buy	10,365 +2,736	+36%	+$276K	0.78%	18
2024 Q4	$775K	Buy	7,629 +851	+13%	+$84.9K	0.66%	26
2024 Q3	$649K	Buy	6,778 +552	+9%	+$51K	0.53%	33
2024 Q2	$576K	Buy	+6,226	New	+$537K	0.55%	32

Other funds holding IVW

PAS

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

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Two West Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q2 2026, buying an estimated $455K and bringing the position to 23,119 shares worth $3.11M. The position accounts for 1.55% of the portfolio, ranked #13.

Two West Capital Advisors first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Two West Capital Advisors held 23,119 shares of iShares S&P 500 Growth ETF worth $3.11M as of Q2 2026.
Two West Capital Advisors bought 3,448 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $455K.
iShares S&P 500 Growth ETF made up 1.55% of Two West Capital Advisors's portfolio in Q2 2026, its #13 holding.
Two West Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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