AEPWM
Atlantic Edge Private Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Sell |
2,540
-26
| -1% | -$2.59K | 0.07% | 118 |
|
|
2025
Q1 | $250K | Hold |
2,566
| – | – | 0.08% | 116 |
|
|
2024
Q4 | $279K | Hold |
2,566
| – | – | 0.09% | 113 |
|
|
2024
Q3 | $276K | Buy |
2,566
+110
| +4% | +$11.8K | 0.08% | 114 |
|
|
2024
Q2 | $239K | Hold |
2,456
| – | – | 0.08% | 113 |
|
|
2024
Q1 | $252K | Hold |
2,456
| – | – | 0.09% | 113 |
|
|
2023
Q4 | $253K | Buy |
+2,456
| New | +$253K | 0.1% | 111 |
|