Two West Capital Advisors »

iShares S&P 500 Index shares owned by Two West Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Two West Capital Advisors from 13F filings

Historical chart of Two West Capital Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Two West Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Two West Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 5.8k 680.47
2025-06-30 $3.4M 5.3k 640.02
2025-03-31 $3.3M 6.2k 536.98
2024-12-31 $3.4M 5.8k 588.71
2024-09-30 $3.1M 5.3k 576.86
2024-06-30 $3.1M 5.7k 547.26