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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
2025-09-30 $263k 1.8k 148.13
2025-06-30 $263k 1.9k 139.30
2025-03-31 $218k 1.9k 116.01
2024-12-31 $242k 1.9k 128.63
2024-09-30 $257k 2.0k 125.63
2024-06-30 $295k 2.5k 118.77