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 Q3	$28M	Buy	122,587 +3,177	+3%	+$742K	3.22%	7
2026 Q2	$27.1M	Sell	119,410 -15,774	-12%	-$3.52M	3.24%	7
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	$9.9M	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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Physician Wealth Advisors's IVE Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 2.7% in Q3 2026, buying an estimated $742K and bringing the position to 122,587 shares worth $28M. The position accounts for 3.22% of the portfolio, ranked #7.

Physician Wealth Advisors first reported a position in IVE in Q3 2019 and has held it in 29 quarters since. The position peaked at $30.2M in Q4 2025. 689 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Physician Wealth Advisors held 122,587 shares of iShares S&P 500 Value ETF worth $28M as of Q3 2026.
Physician Wealth Advisors bought 3,177 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $742K.
iShares S&P 500 Value ETF made up 3.22% of Physician Wealth Advisors's portfolio in Q3 2026, its #7 holding.
Physician Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q3 2019 and has held it in 29 quarters since.
Physician Wealth Advisors's iShares S&P 500 Value ETF position peaked at $30.2M in Q4 2025.
689 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.