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 |
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2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $922K | Sell |
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|
2024
Q1 | $891K | Buy |
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|
2023
Q4 | $506K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $350K | Buy |
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