Talisman Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$746K Buy
6,780
+1,109
+20% +$122K 0.68% 40
2025
Q1
$526K Buy
5,671
+1,575
+38% +$146K 0.54% 49
2024
Q4
$416K Buy
4,096
+1,914
+88% +$194K 0.44% 56
2024
Q3
$208K Buy
+2,182
New +$208K 0.22% 107