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Talisman Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Talisman Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$435K Buy
2,224
+473
+27% +$92.4K 0.4% 63
2025
Q1 		$334K Buy
1,751
+686
+64% +$131K 0.34% 69
2024
Q4 		$203K Buy
+1,065
New +$203K 0.22% 101