Physician Wealth Advisors, Inc. IVV Holdings History
Physician Wealth Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Physician Wealth Advisors, Inc. held 134,713.00 shares of iShares Core S&P 500 ETF(IVV), totaling $83.64 Mil. This investment constitutes 13.14% of their stock portfolio, and Physician Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q3. And since then Physician Wealth Advisors, Inc. has made 11 purchases of IVV, at an average price of $315.66, for a total of 195,403.00 shares. In addition, there have been 12 sales at an average price of $392.76 for 60,690.00 shares. Based on historical transaction data and IVV's current price of $627.74, Physician Wealth Advisors, Inc.'s estimated gain on his IVV holdings is $46.72 Mil, reflecting a 75.74% gain to date.
Physician Wealth Advisors, Inc. IVV ($627.74) Holding Chart
Physician Wealth Advisors, Inc. IVV ($627.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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