AEPWM
Atlantic Edge Private Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Hold |
7,295
| – | – | 0.25% | 78 |
|
|
2025
Q1 | $873K | Sell |
7,295
-35
| -0.5% | -$4.19K | 0.27% | 76 |
|
|
2024
Q4 | $916K | Hold |
7,330
| – | – | 0.28% | 71 |
|
|
2024
Q3 | $906K | Buy |
7,330
+70
| +1% | +$8.65K | 0.28% | 78 |
|
|
2024
Q2 | $824K | Sell |
7,260
-80
| -1% | -$9.08K | 0.28% | 75 |
|
|
2024
Q1 | $868K | Sell |
7,340
-218
| -3% | -$25.8K | 0.3% | 75 |
|
|
2023
Q4 | $862K | Buy |
+7,558
| New | +$862K | 0.35% | 69 |
|