Physician Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.4M | Buy |
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|
2025
Q2 | $17.9M | Buy |
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|
2025
Q1 | $16.2M | Buy |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $9.86M | Buy |
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|
2024
Q1 | $8.63M | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $629K | Sell |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $608K | Sell |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $567K | Buy |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $442K | Buy |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $511K | Sell |
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|
2019
Q3 | $532K | Buy |
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