AEPWM
Atlantic Edge Private Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Hold |
4,647
| – | – | 0.25% | 77 |
|
|
2025
Q1 | $886K | Hold |
4,647
| – | – | 0.27% | 75 |
|
|
2024
Q4 | $887K | Hold |
4,647
| – | – | 0.27% | 74 |
|
|
2024
Q3 | $916K | Buy |
4,647
+164
| +4% | +$32.3K | 0.28% | 77 |
|
|
2024
Q2 | $816K | Hold |
4,483
| – | – | 0.27% | 76 |
|
|
2024
Q1 | $837K | Hold |
4,483
| – | – | 0.29% | 77 |
|
|
2023
Q4 | $780K | Buy |
+4,483
| New | +$780K | 0.32% | 74 |
|