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iShares S&P 500 Value Index shares owned by Talisman Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Talisman Wealth Advisors from 13F filings

Historical chart of Talisman Wealth Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Talisman Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $602k 2.9k 206.50
2025-06-30 $435k 2.2k 195.42
2025-03-31 $334k 1.8k 190.62
2024-12-31 $203k 1.1k 190.88

More positions owned by Talisman Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)

View all positions for Talisman Wealth Advisors

Top funds holding iShares S&P 500 Value Index

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CWM
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View all funds holding iShares S&P 500 Value Index