ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 136,375 Value ($000) $93,409 Avg Close — Range —
Q3 2025
Shares 135,468 Value ($000) $90,669 Avg Close — Range —
Q2 2025
Shares 134,713 Value ($000) $83,643 Avg Close — Range —
Q1 2025
Shares 133,494 Value ($000) $75,010 Avg Close — Range —
Q4 2024
Shares 135,032 Value ($000) $79,491 Avg Close — Range —
Q3 2024
Shares 138,517 Value ($000) $80,685 Avg Close — Range —
Q2 2024
Shares 142,487 Value ($000) $80,927 Avg Close — Range —
Q1 2024
Shares 143,056 Value ($000) $72,383 Avg Close — Range —
Q4 2023
Shares 144,854 Value ($000) $70,360 Avg Close — Range —
Q3 2023
Shares 146,271 Value ($000) $63,512 Avg Close — Range —
Q2 2023
Shares 148,830 Value ($000) $66,430 Avg Close — Range —
Q1 2023
Shares 150,100 Value ($000) $62,440 Avg Close — Range —
Q4 2022
Shares 150,671 Value ($000) $60,592 Avg Close — Range —
Q3 2022
Shares 150,283 Value ($000) $56,885 Avg Close — Range —
Q2 2022
Shares 149,584 Value ($000) $61,771 Avg Close — Range —
Q1 2022
Shares 151,280 Value ($000) $65,163 Avg Close — Range —
Q4 2021
Shares 134,171 Value ($000) $62,805 Avg Close — Range —
Q3 2021
Shares 133,582 Value ($000) $59,802 Avg Close — Range —
Q2 2021
Shares 131,326 Value ($000) $57,449 Avg Close — Range —
Q1 2021
Shares 130,256 Value ($000) $53,125 Avg Close — Range —
Q4 2020
Shares 129,943 Value ($000) $50,970 Avg Close — Range —
Q3 2020
Shares 161,829 Value ($000) $53,624 Avg Close — Range —
Q2 2020
Shares 155,932 Value ($000) $52,543 Avg Close — Range —
Q1 2020
Shares 165,863 Value ($000) $46,452 Avg Close — Range —
Q4 2019
Shares 163,686 Value ($000) $53,923 Avg Close — Range —
Q3 2019
Shares 160,419 Value ($000) $50,548 Avg Close — Range —