ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 142,335 Value ($000) $30,185 Avg Close Range
Q3 2025
Shares 98,761 Value ($000) $20,395 Avg Close Range
Q2 2025
Shares 91,745 Value ($000) $17,929 Avg Close Range
Q1 2025
Shares 85,176 Value ($000) $16,233 Avg Close Range
Q4 2024
Shares 57,586 Value ($000) $10,992 Avg Close Range
Q3 2024
Shares 55,398 Value ($000) $11,034 Avg Close Range
Q2 2024
Shares 52,079 Value ($000) $9,857 Avg Close Range
Q1 2024
Shares 48,819 Value ($000) $8,626 Avg Close Range
Q4 2023
Shares 1,363 Value ($000) $236 Avg Close Range
Q3 2023
Shares 1,362 Value ($000) $210 Avg Close Range
Q2 2023
Shares 1,660 Value ($000) $268 Avg Close Range
Q1 2023
Shares 1,643 Value ($000) $253 Avg Close Range
Q4 2022
Shares 1,924 Value ($000) $294 Avg Close Range
Q3 2022
Shares 1,906 Value ($000) $258 Avg Close Range
Q2 2022
Shares 1,648 Value ($000) $239 Avg Close Range
Q1 2022
Shares 4,116 Value ($000) $629 Avg Close Range
Q4 2021
Shares 4,129 Value ($000) $654 Avg Close Range
Q3 2021
Shares 4,029 Value ($000) $608 Avg Close Range
Q2 2021
Shares 4,063 Value ($000) $597 Avg Close Range
Q1 2021
Shares 3,952 Value ($000) $567 Avg Close Range
Q4 2020
Shares 3,933 Value ($000) $527 Avg Close Range
Q3 2020
Shares 3,901 Value ($000) $439 Avg Close Range
Q2 2020
Shares 3,802 Value ($000) $442 Avg Close Range
Q1 2020
Shares 3,563 Value ($000) $366 Avg Close Range
Q4 2019
Shares 3,919 Value ($000) $511 Avg Close Range
Q3 2019
Shares 4,187 Value ($000) $532 Avg Close Range