PWA
Physician Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.6M | Buy |
134,713
+1,219
| +0.9% | +$757K | 13.14% | 1 |
|
|
2025
Q1 | $75M | Sell |
133,494
-1,538
| -1% | -$864K | 12.91% | 1 |
|
|
2024
Q4 | $79.5M | Sell |
135,032
-3,485
| -3% | -$2.05M | 13.43% | 1 |
|
|
2024
Q3 | $80.7M | Sell |
138,517
-3,970
| -3% | -$2.31M | 14.56% | 1 |
|
|
2024
Q2 | $80.9M | Sell |
142,487
-569
| -0.4% | -$323K | 14.91% | 1 |
|
|
2024
Q1 | $72.4M | Sell |
143,056
-1,798
| -1% | -$910K | 15.22% | 1 |
|
|
2023
Q4 | $70.4M | Sell |
144,854
-1,417
| -1% | -$688K | 15.71% | 1 |
|
|
2023
Q3 | $63.5M | Sell |
146,271
-2,559
| -2% | -$1.11M | 16.34% | 1 |
|
|
2023
Q2 | $66.4M | Sell |
148,830
-1,270
| -0.8% | -$567K | 16.49% | 1 |
|
|
2023
Q1 | $62.4M | Sell |
150,100
-571
| -0.4% | -$238K | 16.39% | 1 |
|
|
2022
Q4 | $60.6M | Buy |
150,671
+388
| +0.3% | +$156K | 16.35% | 1 |
|
|
2022
Q3 | $56.9M | Buy |
150,283
+699
| +0.5% | +$265K | 17.48% | 1 |
|
|
2022
Q2 | $61.8M | Sell |
149,584
-1,696
| -1% | -$700K | 17.89% | 1 |
|
|
2022
Q1 | $65.2M | Buy |
151,280
+17,109
| +13% | +$7.37M | 17.3% | 1 |
|
|
2021
Q4 | $62.8M | Buy |
134,171
+589
| +0.4% | +$276K | 16.47% | 1 |
|
|
2021
Q3 | $59.8M | Buy |
133,582
+2,256
| +2% | +$1.01M | 16.44% | 1 |
|
|
2021
Q2 | $57.4M | Buy |
131,326
+1,070
| +0.8% | +$468K | 16.46% | 1 |
|
|
2021
Q1 | $53.1M | Buy |
130,256
+313
| +0.2% | +$128K | 17.28% | 1 |
|
|
2020
Q4 | $51M | Sell |
129,943
-31,886
| -20% | -$12.5M | 17.35% | 1 |
|
|
2020
Q3 | $53.6M | Buy |
161,829
+5,897
| +4% | +$1.95M | 21.53% | 1 |
|
|
2020
Q2 | $52.5M | Sell |
155,932
-9,931
| -6% | -$3.35M | 21.18% | 1 |
|
|
2020
Q1 | $46.5M | Buy |
165,863
+2,177
| +1% | +$610K | 23.21% | 1 |
|
|
2019
Q4 | $53.9M | Buy |
163,686
+3,267
| +2% | +$1.08M | 23.99% | 1 |
|
|
2019
Q3 | $50.5M | Buy |
+160,419
| New | +$50.5M | 24.69% | 1 |
|