AEPWM
Atlantic Edge Private Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Buy |
69,000
+53,618
| +349% | +$5.9M | 2.08% | 14 |
|
|
2025
Q1 | $1.43M | Hold |
15,382
| – | – | 0.44% | 59 |
|
|
2024
Q4 | $1.56M | Hold |
15,382
| – | – | 0.48% | 54 |
|
|
2024
Q3 | $1.47M | Buy |
15,382
+102
| +0.7% | +$9.77K | 0.45% | 57 |
|
|
2024
Q2 | $1.41M | Hold |
15,280
| – | – | 0.47% | 54 |
|
|
2024
Q1 | $1.29M | Hold |
15,280
| – | – | 0.44% | 59 |
|
|
2023
Q4 | $1.15M | Buy |
+15,280
| New | +$1.15M | 0.47% | 59 |
|