Petros Family Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.54M	Buy	40,879 +2,915	+8%	+$181K	2.32%	9
2025 Q1	$2.22M	Buy	37,964 +139	+0.4%	+$8.11K	2.45%	7
2024 Q4	$2.36M	Buy	+37,825	New	+$2.36M	2.54%	8