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iShares S&P 1500 Index Fund shares owned by Two West Capital Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Two West Capital Advisors from 13F filings

Historical chart of Two West Capital Advisors investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Two West Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Two West Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $295k 2.5k 118.77

More positions owned by Two West Capital Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Short Treas Bd (SHV)

View all positions for Two West Capital Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Morgan Stanley
Alliancebernstein
Charles Schwab Investment Management
Wealthfront Advisers
Bank of America Corporation
LPL Financial
SigFig Wealth Management
Buckingham Asset Management
Ronald Blue Trust
Stifel Financial
Ballentine Partners
Cisco Systems

View all funds holding iShares S&P 1500 Index Fund