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iShares S&P 100 Index shares owned by Two West Capital Advisors

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Two West Capital Advisors from 13F filings

Historical chart of Two West Capital Advisors investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 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 100 Index by Two West Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 3.5k 339.45
2025-06-30 $667k 2.1k 314.08
2025-03-31 $261k 1.0k 260.23

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)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Two West Capital Advisors

Top funds holding iShares S&P 100 Index

Regions Bank
Envestnet Asset Management
SRS Capital Advisors
LPL Financial
Jpmorgan Chase & Co
Fifth Third Bancorp
Jones Financial Companies, L.L
Morgan Stanley
BlackRock
CWM
Goldman Sachs Group
Park Avenue Securities
Envestnet Portfolio Solutions
BlueCrest Capital Management
Cresset Asset Management

View all funds holding iShares S&P 100 Index