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Antonelli Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Antonelli Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$562K Hold
2,606
– – 0.41% 25
2025
Q1 		$520K Sell
2,606
-1,017
-28% -$203K 0.42% 27
2024
Q4 		$801K Buy
+3,623
New +$801K 0.68% 23