Talisman Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
2025
Q1
$1.25M Buy
2024
Q4
$1.15M Sell
2024
Q3
$1.46M Buy
2024
Q2
$922K Sell
2024
Q1
$891K Buy
2023
Q4
$506K Buy
2023
Q3
$415K Buy
2023
Q2
$415K Buy
2023
Q1
$381K Buy
2022
Q4
$350K Buy