iShares S&P 500 Value Index shares owned by Two West Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Two West Capital Advisors
from 13F filings
Historical chart of Two West Capital Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index 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 500 Value Index by Two West Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 7.0k | 209.87 |
| 2025-06-30 | $1.4M | 6.7k | 200.58 |
| 2025-03-31 | $602k | 3.4k | 178.31 |
| 2024-12-31 | $345k | 1.8k | 190.88 |
| 2024-09-30 | $277k | 1.4k | 197.17 |
| 2024-06-30 | $256k | 1.4k | 182.01 |