AEPWM
Atlantic Edge Private Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Hold |
165
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $21K | Hold |
165
| – | – | 0.01% | 277 |
|
|
2024
Q4 | $23K | Hold |
165
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $21.8K | Buy |
+165
| New | +$21.8K | 0.01% | 259 |
|
|
2024
Q2 | – | Sell |
-113
| Closed | -$13.2K | – | 495 |
|
|
2024
Q1 | $13.2K | Hold |
113
| – | – | ﹤0.01% | 292 |
|
|
2023
Q4 | $11.8K | Buy |
+113
| New | +$11.8K | ﹤0.01% | 286 |
|