IVC Wealth Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

IVC Wealth Advisors’s Portfolio PWV Stock Details PWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Sell	3,334 -956	-22%	-$70.3K	0.1%	152
2026 Q1	$299K	Hold	4,290	–	–	0.13%	133
2025 Q4	$285K	Hold	4,290	–	–	0.12%	137
2025 Q3	$280K	Hold	4,290	–	–	0.13%	141
2025 Q2	$267K	Hold	4,290	–	–	0.13%	142
2025 Q1	$255K	Hold	4,290	–	–	0.14%	136
2024 Q4	$244K	Hold	4,290	–	–	0.14%	137
2024 Q3	$250K	Hold	4,290	–	–	0.14%	141
2024 Q2	$236K	Hold	4,290	–	–	0.13%	145
2024 Q1	$243K	Hold	4,290	–	–	0.14%	144
2023 Q4	$218K	Hold	4,290	–	–	0.14%	145
2023 Q3	$201K	Hold	4,290	–	–	0.13%	141
2023 Q2	$200K	Buy	+4,290	New	+$194K	0.13%	151
2023 Q1	–	Sell	-4,290	Closed	-$202K	–	152
2022 Q4	$202K	Buy	+4,290	New	+$199K	0.15%	147
2022 Q2	–	Sell	-4,290	Closed	-$210K	–	146
2022 Q1	$210K	Sell	4,290 -230	-5%	-$11.2K	0.14%	142
2021 Q4	$220K	Hold	4,520	–	–	0.14%	129
2021 Q3	$201K	Hold	4,520	–	–	0.14%	132
2021 Q2	$201K	Sell	4,520 -600	-12%	-$26.8K	0.14%	130
2021 Q1	$218K	Sell	5,120 -186	-4%	-$7.56K	0.17%	116
2020 Q4	$205K	Buy	+5,306	New	+$193K	0.2%	109

Other funds holding PWV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

IVC Wealth Advisors's PWV Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Invesco Large Cap Value ETF (PWV) stake by 22% in Q2 2026, selling an estimated $70.3K and leaving 3,334 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #152.

IVC Wealth Advisors first reported a position in PWV in Q4 2020 and has held it in 20 quarters since. The position peaked at $299K in Q1 2026. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

IVC Wealth Advisors held 3,334 shares of Invesco Large Cap Value ETF worth $253K as of Q2 2026.
IVC Wealth Advisors sold 956 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $70.3K.
Invesco Large Cap Value ETF made up 0.1% of IVC Wealth Advisors's portfolio in Q2 2026, its #152 holding.
IVC Wealth Advisors first reported a position in Invesco Large Cap Value ETF in Q4 2020 and has held it in 20 quarters since.
IVC Wealth Advisors's Invesco Large Cap Value ETF position peaked at $299K in Q1 2026.
194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.