AEPWM
Atlantic Edge Private Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
982
-97
| -9% | -$13.1K | 0.04% | 152 |
|
|
2025
Q1 | $132K | Hold |
1,079
| – | – | 0.04% | 147 |
|
|
2024
Q4 | $139K | Hold |
1,079
| – | – | 0.04% | 144 |
|
|
2024
Q3 | $136K | Hold |
1,079
| – | – | 0.04% | 145 |
|
|
2024
Q2 | $128K | Buy |
1,079
+714
| +196% | +$84.8K | 0.04% | 147 |
|
|
2024
Q1 | $42.1K | Buy |
+365
| New | +$42.1K | 0.01% | 206 |
|