AEPWM
Atlantic Edge Private Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3K | Sell |
616
-2,011
| -77% | -$220K | 0.02% | 184 |
|
|
2025
Q1 | $275K | Sell |
2,627
-19,245
| -88% | -$2.01M | 0.08% | 115 |
|
|
2024
Q4 | $2.52M | Buy |
21,872
+7,391
| +51% | +$852K | 0.78% | 31 |
|
|
2024
Q3 | $1.69M | Sell |
14,481
-2,332
| -14% | -$273K | 0.52% | 49 |
|
|
2024
Q2 | $1.79M | Buy |
16,813
+760
| +5% | +$81.1K | 0.6% | 41 |
|
|
2024
Q1 | $1.77M | Sell |
16,053
-225
| -1% | -$24.9K | 0.61% | 41 |
|
|
2023
Q4 | $1.76M | Buy |
+16,278
| New | +$1.76M | 0.72% | 38 |
|