Physician Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.6M | Buy |
|
|||||
|
2025
Q1 | $75M | Sell |
|
|||||
|
2024
Q4 | $79.5M | Sell |
|
|||||
|
2024
Q3 | $80.7M | Sell |
|
|||||
|
2024
Q2 | $80.9M | Sell |
|
|||||
|
2024
Q1 | $72.4M | Sell |
|
|||||
|
2023
Q4 | $70.4M | Sell |
|
|||||
|
2023
Q3 | $63.5M | Sell |
|
|||||
|
2023
Q2 | $66.4M | Sell |
|
|||||
|
2023
Q1 | $62.4M | Sell |
|
|||||
|
2022
Q4 | $60.6M | Buy |
|
|||||
|
2022
Q3 | $56.9M | Buy |
|
|||||
|
2022
Q2 | $61.8M | Sell |
|
|||||
|
2022
Q1 | $65.2M | Buy |
|
|||||
|
2021
Q4 | $62.8M | Buy |
|
|||||
|
2021
Q3 | $59.8M | Buy |
|
|||||
|
2021
Q2 | $57.4M | Buy |
|
|||||
|
2021
Q1 | $53.1M | Buy |
|
|||||
|
2020
Q4 | $51M | Sell |
|
|||||
|
2020
Q3 | $53.6M | Buy |
|
|||||
|
2020
Q2 | $52.5M | Sell |
|
|||||
|
2020
Q1 | $46.5M | Buy |
|
|||||
|
2019
Q4 | $53.9M | Buy |
|
|||||
|
2019
Q3 | $50.5M | Buy |
|