Petros Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-433	Closed	-$255K	–	131
2024 Q4	$255K	Buy	+433	New	+$255K	0.27%	102