Antonelli Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$428K	Sell	4,658 -52	-1%	-$4.78K	0.31%	30
2025 Q1	$401K	Sell	4,710 -250	-5%	-$21.3K	0.32%	32
2024 Q4	$438K	Buy	+4,960	New	+$438K	0.37%	32