AEPWM
Atlantic Edge Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
22,265
+5,777
| +35% | +$3.59M | 3.79% | 5 |
|
|
2025
Q1 | $9.26M | Buy |
16,488
+566
| +4% | +$318K | 2.83% | 10 |
|
|
2024
Q4 | $9.37M | Buy |
15,922
+1,016
| +7% | +$598K | 2.9% | 10 |
|
|
2024
Q3 | $8.6M | Buy |
14,906
+228
| +2% | +$132K | 2.62% | 12 |
|
|
2024
Q2 | $8.03M | Sell |
14,678
-170
| -1% | -$93K | 2.68% | 10 |
|
|
2024
Q1 | $7.81M | Buy |
14,848
+333
| +2% | +$175K | 2.68% | 10 |
|
|
2023
Q4 | $6.93M | Buy |
+14,515
| New | +$6.93M | 2.82% | 8 |
|