AEPWM
Atlantic Edge Private Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Hold |
65
| – | – | 0.01% | 288 |
|
|
2025
Q1 | $19.9K | Hold |
65
| – | – | 0.01% | 283 |
|
|
2024
Q4 | $20.9K | Hold |
65
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $20.4K | Hold |
65
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $19.3K | Hold |
65
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $18.7K | Hold |
65
| – | – | 0.01% | 255 |
|
|
2023
Q4 | $17K | Buy |
+65
| New | +$17K | 0.01% | 250 |
|