Talisman Wealth Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
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|
2025
Q1 | $818K | Sell |
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|
2024
Q4 | $823K | Sell |
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|
2024
Q3 | $884K | Buy |
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|
2024
Q2 | $816K | Buy |
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|
2024
Q1 | $825K | Sell |
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|
2023
Q4 | $790K | Sell |
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|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $667K | Buy |
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|
2022
Q4 | $637K | Buy |
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