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

Talisman Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.21M	Buy	10,718 +1,630	+18%	+$196K	0.98%	27
2025 Q4	$1.12M	Buy	9,088 +1,355	+18%	+$166K	0.87%	31
2025 Q3	$934K	Buy	7,733 +953	+14%	+$110K	0.77%	34
2025 Q2	$746K	Buy	6,780 +1,109	+20%	+$110K	0.68%	40
2025 Q1	$526K	Buy	5,671 +1,575	+38%	+$159K	0.54%	49
2024 Q4	$416K	Buy	4,096 +1,914	+88%	+$191K	0.44%	56
2024 Q3	$208K	Buy	+2,182	New	+$201K	0.22%	107

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Talisman Wealth Advisors's IVW Position: Q1 2026 in Review

Talisman Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q1 2026, buying an estimated $196K and bringing the position to 10,718 shares worth $1.21M. The position accounts for 0.98% of the portfolio, ranked #27.

Talisman Wealth Advisors first reported a position in IVW in Q3 2024 and has held it in 7 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Talisman Wealth Advisors held 10,718 shares of iShares S&P 500 Growth ETF worth $1.21M as of Q1 2026.
Talisman Wealth Advisors bought 1,630 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $196K.
iShares S&P 500 Growth ETF made up 0.98% of Talisman Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Talisman Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.