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Petros Family Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Petros Family Wealth’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$285K Hold
3,096
– – 0.26% 103
2025
Q1 		$263K Hold
3,096
– – 0.29% 98
2024
Q4 		$274K Buy
+3,096
New +$274K 0.3% 96