ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 126,688 Value ($000) $18,837 Avg Close — Range —
Q3 2025
Shares 131,283 Value ($000) $19,121 Avg Close — Range —
Q2 2025
Shares 137,416 Value ($000) $18,557 Avg Close — Range —
Q1 2025
Shares 144,589 Value ($000) $17,641 Avg Close — Range —
Q4 2024
Shares 144,611 Value ($000) $18,600 Avg Close — Range —
Q3 2024
Shares 154,861 Value ($000) $19,677 Avg Close — Range —
Q2 2024
Shares 165,743 Value ($000) $20,542 Avg Close — Range —
Q1 2024
Shares 170,127 Value ($000) $18,804 Avg Close — Range —
Q4 2023
Shares 182,776 Value ($000) $19,486 Avg Close — Range —
Q3 2023
Shares 192,826 Value ($000) $18,328 Avg Close — Range —
Q2 2023
Shares 196,191 Value ($000) $19,235 Avg Close — Range —
Q1 2023
Shares 195,875 Value ($000) $17,903 Avg Close — Range —
Q4 2022
Shares 202,568 Value ($000) $18,053 Avg Close — Range —
Q3 2022
Shares 199,673 Value ($000) $16,765 Avg Close — Range —
Q2 2022
Shares 194,885 Value ($000) $17,793 Avg Close — Range —
Q1 2022
Shares 218,340 Value ($000) $20,878 Avg Close — Range —
Q4 2021
Shares 206,584 Value ($000) $21,619 Avg Close — Range —
Q3 2021
Shares 198,724 Value ($000) $20,308 Avg Close — Range —
Q2 2021
Shares 196,105 Value ($000) $19,579 Avg Close — Range —
Q1 2021
Shares 194,503 Value ($000) $18,258 Avg Close — Range —
Q4 2020
Shares 193,021 Value ($000) $17,594 Avg Close — Range —
Q3 2020
Shares 184,886 Value ($000) $13,837 Avg Close — Range —
Q2 2020
Shares 189,059 Value ($000) $14,287 Avg Close — Range —
Q1 2020
Shares 189,165 Value ($000) $11,707 Avg Close — Range —
Q4 2019
Shares 206,647 Value ($000) $15,292 Avg Close — Range —
Q3 2019
Shares 207,826 Value ($000) $14,735 Avg Close — Range —