TWA
Talisman Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
2,406
+178
| +8% | +$111K | 1.36% | 21 |
|
|
2025
Q1 | $1.25M | Buy |
2,228
+273
| +14% | +$153K | 1.29% | 22 |
|
|
2024
Q4 | $1.15M | Sell |
1,955
-581
| -23% | -$342K | 1.22% | 22 |
|
|
2024
Q3 | $1.46M | Buy |
2,536
+851
| +51% | +$489K | 1.54% | 20 |
|
|
2024
Q2 | $922K | Sell |
1,685
-10
| -0.6% | -$5.47K | 1.07% | 24 |
|
|
2024
Q1 | $891K | Buy |
1,695
+636
| +60% | +$334K | 1.12% | 24 |
|
|
2023
Q4 | $506K | Buy |
1,059
+92
| +10% | +$43.9K | 0.75% | 40 |
|
|
2023
Q3 | $415K | Buy |
967
+37
| +4% | +$15.9K | 0.72% | 44 |
|
|
2023
Q2 | $415K | Buy |
930
+2
| +0.2% | +$892 | 0.71% | 45 |
|
|
2023
Q1 | $381K | Buy |
928
+16
| +2% | +$6.57K | 0.69% | 45 |
|
|
2022
Q4 | $350K | Buy |
+912
| New | +$350K | 0.74% | 43 |
|