iShares S&P 500 Index shares owned by Talisman Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Talisman Wealth Advisors
from 13F filings
Historical chart of Talisman Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.5k | 669.17 |
| 2025-06-30 | $1.5M | 2.4k | 621.01 |
| 2025-03-31 | $1.3M | 2.2k | 561.92 |
| 2024-12-31 | $1.2M | 2.0k | 588.79 |
| 2024-09-30 | $1.5M | 2.5k | 574.91 |
| 2024-06-30 | $922k | 1.7k | 547.31 |
| 2024-03-31 | $891k | 1.7k | 525.82 |
| 2023-09-30 | $416k | 967 | 429.63 |
| 2023-06-30 | $415k | 930 | 445.93 |
| 2023-03-31 | $381k | 928 | 410.56 |
| 2022-12-31 | $350k | 912 | 383.77 |