Physician Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Physician Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103M	Sell	137,564 -633	-0.5%	-$461K	12.3%	1
2026 Q1	$90.3M	Buy	138,197 +1,822	+1%	+$1.24M	12.56%	1
2025 Q4	$93.4M	Buy	136,375 +907	+0.7%	+$616K	13%	1
2025 Q3	$90.7M	Buy	135,468 +755	+0.6%	+$486K	12.91%	1
2025 Q2	$83.6M	Buy	134,713 +1,219	+0.9%	+$700K	13.14%	1
2025 Q1	$75M	Sell	133,494 -1,538	-1%	-$908K	12.91%	1
2024 Q4	$79.5M	Sell	135,032 -3,485	-3%	-$2.06M	13.43%	1
2024 Q3	$80.7M	Sell	138,517 -3,970	-3%	-$2.21M	14.56%	1
2024 Q2	$80.9M	Sell	142,487 -569	-0.4%	-$299K	14.91%	1
2024 Q1	$72.4M	Sell	143,056 -1,798	-1%	-$900K	15.22%	1
2023 Q4	$70.4M	Sell	144,854 -1,417	-1%	-$634K	15.71%	1
2023 Q3	$63.5M	Sell	146,271 -2,559	-2%	-$1.14M	16.34%	1
2023 Q2	$66.4M	Sell	148,830 -1,270	-0.8%	-$535K	16.49%	1
2023 Q1	$62.4M	Sell	150,100 -571	-0.4%	-$229K	16.39%	1
2022 Q4	$60.6M	Buy	150,671 +388	+0.3%	+$150K	16.35%	1
2022 Q3	$56.9M	Buy	150,283 +699	+0.5%	+$279K	17.48%	1
2022 Q2	$61.8M	Sell	149,584 -1,696	-1%	-$698K	17.89%	1
2022 Q1	$65.2M	Buy	151,280 +17,109	+13%	+$7.65M	17.3%	1
2021 Q4	$62.8M	Buy	134,171 +589	+0.4%	+$271K	16.47%	1
2021 Q3	$59.8M	Buy	133,582 +2,256	+2%	+$1,000K	16.44%	1
2021 Q2	$57.4M	Buy	131,326 +1,070	+0.8%	+$448K	16.46%	1
2021 Q1	$53.1M	Buy	130,256 +313	+0.2%	+$121K	17.28%	1
2020 Q4	$51M	Sell	129,943 -31,886	-20%	-$11.3M	17.35%	1
2020 Q3	$53.6M	Buy	161,829 +5,897	+4%	+$1.96M	21.53%	1
2020 Q2	$52.5M	Sell	155,932 -9,931	-6%	-$2.92M	21.18%	1
2020 Q1	$46.5M	Buy	165,863 +2,177	+1%	+$667K	23.21%	1
2019 Q4	$53.9M	Buy	163,686 +3,267	+2%	+$1.01M	23.99%	1
2019 Q3	$50.5M	Buy	+160,419	New	+$47.7M	24.69%	1

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Physician Wealth Advisors's IVV Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q2 2026, selling an estimated $461K and leaving 137,564 shares worth $103M. The position accounts for 12.3% of the portfolio, ranked #1.

Physician Wealth Advisors first reported a position in IVV in Q3 2019 and has held it in 28 quarters since. 1,914 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Physician Wealth Advisors held 137,564 shares of iShares Core S&P 500 ETF worth $103M as of Q2 2026.
Physician Wealth Advisors sold 633 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $461K.
iShares Core S&P 500 ETF made up 12.3% of Physician Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Physician Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
1,914 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.