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Antonelli Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Antonelli Financial Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Sell
2,338
-4,452
-66% -$487K 0.18% 41
2025
Q1 		$710K Sell
6,790
-32,431
-83% -$3.39M 0.57% 25
2024
Q4 		$4.52M Buy
+39,221
New +$4.52M 3.82% 9