AEPWM
Atlantic Edge Private Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6K | Sell |
271
-55
| -17% | -$10.7K | 0.01% | 210 |
|
|
2025
Q1 | $61.3K | Hold |
326
| – | – | 0.02% | 184 |
|
|
2024
Q4 | $60.4K | Buy |
326
+271
| +493% | +$50.2K | 0.02% | 188 |
|
|
2024
Q3 | $10.4K | Hold |
55
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $9.6K | Sell |
55
-73
| -57% | -$12.7K | ﹤0.01% | 320 |
|
|
2024
Q1 | $22.9K | Hold |
128
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $21.2K | Buy |
+128
| New | +$21.2K | 0.01% | 232 |
|