Antonelli Financial Advisors’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	$2.2M	Sell	35,410 -1,345	-4%	-$83.4K	1.59%	15
2025 Q1	$2.14M	Sell	36,755 -925	-2%	-$54K	1.73%	17
2024 Q4	$2.35M	Buy	+37,680	New	+$2.35M	1.98%	16