Petros Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Buy	7,655 +518	+7%	+$112K	1.51%	17
2025 Q1	$1.42M	Sell	7,137 -69	-1%	-$13.8K	1.57%	14
2024 Q4	$1.59M	Buy	+7,206	New	+$1.59M	1.72%	12