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Physician Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Physician Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.5M Sell
135,184
-7,151
-5% -$1.55M 3.97% 5
2025
Q4 		$30.2M Buy
142,335
+43,574
+44% +$9.13M 4.2% 4
2025
Q3 		$20.4M Buy
98,761
+7,016
+8% +$1.41M 2.9% 8
2025
Q2 		$17.9M Buy
91,745
+6,569
+8% +$1.22M 2.82% 9
2025
Q1 		$16.2M Buy
85,176
+27,590
+48% +$5.34M 2.79% 9
2024
Q4 		$11M Buy
57,586
+2,188
+4% +$434K 1.86% 13
2024
Q3 		$11M Buy
55,398
+3,319
+6% +$630K 1.99% 15
2024
Q2 		$9.86M Buy
52,079
+3,260
+7% +$594K 1.82% 14
2024
Q1 		$8.63M Buy
48,819
+47,456
+3,482% +$8.44M 1.81% 15
2023
Q4 		$236K Buy
1,363
+1
+0.1% +$161 0.05% 141
2023
Q3 		$210K Sell
1,362
-298
-18% -$48.2K 0.05% 137
2023
Q2 		$268K Buy
1,660
+17
+1% +$2.62K 0.07% 125
2023
Q1 		$253K Sell
1,643
-281
-15% -$42.5K 0.07% 129
2022
Q4 		$294K Buy
1,924
+18
+0.9% +$2.57K 0.08% 113
2022
Q3 		$258K Buy
1,906
+258
+16% +$36.6K 0.08% 121
2022
Q2 		$239K Sell
1,648
-2,468
-60% -$364K 0.07% 133
2022
Q1 		$629K Sell
4,116
-13
-0.3% -$2K 0.17% 70
2021
Q4 		$654K Buy
4,129
+100
+2% +$15.2K 0.17% 70
2021
Q3 		$608K Sell
4,029
-34
-0.8% -$5.07K 0.17% 76
2021
Q2 		$597K Buy
4,063
+111
+3% +$16.4K 0.17% 78
2021
Q1 		$567K Buy
3,952
+19
+0.5% +$2.56K 0.18% 71
2020
Q4 		$527K Buy
3,933
+32
+0.8% +$3.87K 0.18% 75
2020
Q3 		$439K Buy
3,901
+99
+3% +$11.2K 0.18% 76
2020
Q2 		$442K Buy
3,802
+239
+7% +$25.4K 0.18% 74
2020
Q1 		$366K Sell
3,563
-356
-9% -$42.4K 0.18% 70
2019
Q4 		$511K Sell
3,919
-268
-6% -$33.3K 0.23% 58
2019
Q3 		$532K Buy
+4,187
New +$491K 0.26% 58

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Physician Wealth Advisors's IVE Position: Q1 2026 in Review

Physician Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 5% in Q1 2026, selling an estimated $1.55M and leaving 135,184 shares worth $28.5M. The position accounts for 3.97% of the portfolio, ranked #5.

Physician Wealth Advisors first reported a position in IVE in Q3 2019 and has held it in 27 quarters since. The position peaked at $30.2M in Q4 2025. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Physician Wealth Advisors held 135,184 shares of iShares S&P 500 Value ETF worth $28.5M as of Q1 2026.
  • Physician Wealth Advisors sold 7,151 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $1.55M.
  • iShares S&P 500 Value ETF made up 3.97% of Physician Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Physician Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2019 and has held it in 27 quarters since.
  • Physician Wealth Advisors's iShares S&P 500 Value ETF position peaked at $30.2M in Q4 2025.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.