AEPWM
Atlantic Edge Private Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Hold |
8,583
| – | – | 0.21% | 79 |
|
|
2025
Q1 | $715K | Sell |
8,583
-40
| -0.5% | -$3.33K | 0.22% | 80 |
|
|
2024
Q4 | $784K | Hold |
8,623
| – | – | 0.24% | 81 |
|
|
2024
Q3 | $793K | Buy |
8,623
+113
| +1% | +$10.4K | 0.24% | 81 |
|
|
2024
Q2 | $750K | Hold |
8,510
| – | – | 0.25% | 78 |
|
|
2024
Q1 | $777K | Hold |
8,510
| – | – | 0.27% | 78 |
|
|
2023
Q4 | $674K | Buy |
+8,510
| New | +$674K | 0.27% | 78 |
|