PWA
Physician Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
137,416
-7,173
| -5% | -$969K | 2.91% | 8 |
|
|
2025
Q1 | $17.6M | Sell |
144,589
-22
| -0% | -$2.68K | 3.04% | 7 |
|
|
2024
Q4 | $18.6M | Sell |
144,611
-10,250
| -7% | -$1.32M | 3.14% | 8 |
|
|
2024
Q3 | $19.7M | Sell |
154,861
-10,882
| -7% | -$1.38M | 3.55% | 6 |
|
|
2024
Q2 | $20.5M | Sell |
165,743
-4,384
| -3% | -$543K | 3.79% | 4 |
|
|
2024
Q1 | $18.8M | Sell |
170,127
-12,649
| -7% | -$1.4M | 3.95% | 3 |
|
|
2023
Q4 | $19.5M | Sell |
182,776
-10,050
| -5% | -$1.07M | 4.35% | 3 |
|
|
2023
Q3 | $18.3M | Sell |
192,826
-3,365
| -2% | -$320K | 4.71% | 3 |
|
|
2023
Q2 | $19.2M | Buy |
196,191
+316
| +0.2% | +$31K | 4.77% | 3 |
|
|
2023
Q1 | $17.9M | Sell |
195,875
-6,693
| -3% | -$612K | 4.7% | 3 |
|
|
2022
Q4 | $18.1M | Buy |
202,568
+2,895
| +1% | +$258K | 4.87% | 4 |
|
|
2022
Q3 | $16.8M | Buy |
199,673
+4,788
| +2% | +$402K | 5.15% | 4 |
|
|
2022
Q2 | $17.8M | Sell |
194,885
-23,455
| -11% | -$2.14M | 5.15% | 4 |
|
|
2022
Q1 | $20.9M | Buy |
218,340
+11,756
| +6% | +$1.12M | 5.54% | 4 |
|
|
2021
Q4 | $21.6M | Buy |
206,584
+7,860
| +4% | +$823K | 5.67% | 4 |
|
|
2021
Q3 | $20.3M | Buy |
198,724
+2,619
| +1% | +$268K | 5.58% | 4 |
|
|
2021
Q2 | $19.6M | Buy |
196,105
+1,602
| +0.8% | +$160K | 5.61% | 4 |
|
|
2021
Q1 | $18.3M | Buy |
194,503
+1,482
| +0.8% | +$139K | 5.94% | 3 |
|
|
2020
Q4 | $17.6M | Buy |
193,021
+8,135
| +4% | +$742K | 5.99% | 3 |
|
|
2020
Q3 | $13.8M | Sell |
184,886
-4,173
| -2% | -$312K | 5.55% | 3 |
|
|
2020
Q2 | $14.3M | Sell |
189,059
-106
| -0.1% | -$8.01K | 5.76% | 3 |
|
|
2020
Q1 | $11.7M | Sell |
189,165
-17,482
| -8% | -$1.08M | 5.85% | 3 |
|
|
2019
Q4 | $15.3M | Sell |
206,647
-1,179
| -0.6% | -$87.2K | 6.8% | 3 |
|
|
2019
Q3 | $14.7M | Buy |
+207,826
| New | +$14.7M | 7.2% | 3 |
|