Physician Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.7M	Buy	230,758 +19,352	+9%	+$2.56M	3.79%	5
2026 Q1	$23.9M	Buy	211,406 +13,669	+7%	+$1.64M	3.33%	8
2025 Q4	$24.4M	Buy	197,737 +7,969	+4%	+$975K	3.39%	7
2025 Q3	$22.9M	Sell	189,768 -1,730	-0.9%	-$199K	3.26%	7
2025 Q2	$21.1M	Sell	191,498 -34,025	-15%	-$3.37M	3.31%	7
2025 Q1	$20.9M	Buy	225,523 +11,403	+5%	+$1.15M	3.6%	5
2024 Q4	$21.7M	Sell	214,120 -5,462	-2%	-$545K	3.67%	3
2024 Q3	$21.2M	Sell	219,582 -5,655	-3%	-$522K	3.83%	4
2024 Q2	$21.6M	Buy	225,237 +89,885	+66%	+$7.75M	3.99%	3
2024 Q1	$11.2M	Buy	135,352 +87,828	+185%	+$7.06M	2.35%	10
2023 Q4	$3.69M	Buy	47,524 +3,980	+9%	+$283K	0.82%	28
2023 Q3	$3.04M	Buy	+43,544	New	+$3.08M	0.78%	28

Other funds holding IVW

PAS

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Physician Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 9.2% in Q2 2026, buying an estimated $2.56M and bringing the position to 230,758 shares worth $31.7M. The position accounts for 3.79% of the portfolio, ranked #5.

Physician Wealth Advisors first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Physician Wealth Advisors held 230,758 shares of iShares S&P 500 Growth ETF worth $31.7M as of Q2 2026.
Physician Wealth Advisors bought 19,352 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.56M.
iShares S&P 500 Growth ETF made up 3.79% of Physician Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Physician Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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