AEPWM
Atlantic Edge Private Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Hold |
3,077
| – | – | 0.11% | 97 |
|
|
2025
Q1 | $383K | Hold |
3,077
| – | – | 0.12% | 97 |
|
|
2024
Q4 | $417K | Hold |
3,077
| – | – | 0.13% | 95 |
|
|
2024
Q3 | $429K | Buy |
3,077
+83
| +3% | +$11.6K | 0.13% | 95 |
|
|
2024
Q2 | $385K | Hold |
2,994
| – | – | 0.13% | 97 |
|
|
2024
Q1 | $391K | Hold |
2,994
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $375K | Buy |
+2,994
| New | +$375K | 0.15% | 98 |
|