Physician Wealth Advisors, Inc. IVW Holdings History
Physician Wealth Advisors, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Physician Wealth Advisors, Inc. held 191,498.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $21.08 Mil. This investment constitutes 3.31% of their stock portfolio, and Physician Wealth Advisors, Inc. now holds 0.03% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then Physician Wealth Advisors, Inc. has made 5 purchases of IVW, at an average price of $81.64, for a total of 236,640.00 shares. In addition, there have been 3 sales at an average price of $98.18 for 45,142.00 shares. Based on historical transaction data and IVW's current price of $113.06, Physician Wealth Advisors, Inc.'s estimated gain on his IVW holdings is $6.76 Mil, reflecting a 35.01% gain to date.
Physician Wealth Advisors, Inc. IVW ($113.06) Holding Chart
Physician Wealth Advisors, Inc. IVW ($113.06) 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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