PWA
Physician Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
191,498
-34,025
| -15% | -$3.75M | 3.31% | 7 |
|
|
2025
Q1 | $20.9M | Buy |
225,523
+11,403
| +5% | +$1.06M | 3.6% | 5 |
|
|
2024
Q4 | $21.7M | Sell |
214,120
-5,462
| -2% | -$555K | 3.67% | 3 |
|
|
2024
Q3 | $21.2M | Sell |
219,582
-5,655
| -3% | -$547K | 3.83% | 4 |
|
|
2024
Q2 | $21.6M | Buy |
225,237
+89,885
| +66% | +$8.63M | 3.99% | 3 |
|
|
2024
Q1 | $11.2M | Buy |
135,352
+87,828
| +185% | +$7.24M | 2.35% | 10 |
|
|
2023
Q4 | $3.69M | Buy |
47,524
+3,980
| +9% | +$309K | 0.82% | 28 |
|
|
2023
Q3 | $3.04M | Buy |
+43,544
| New | +$3.04M | 0.78% | 28 |
|