PIA

Petredis Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-978	Closed	-$550K	–	105
2025 Q1	$550K	Hold	978	–	–	0.06%	94
2024 Q4	$576K	Hold	978	–	–	0.06%	90
2024 Q3	$564K	Buy	+978	New	+$564K	0.06%	93