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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$630K	Hold
2025 Q2	$562K	Hold
2025 Q1	$520K	Sell
2024 Q4	$801K	Buy