AEPWM
Atlantic Edge Private Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Hold |
8,767
| – | – | 1.02% | 27 |
|
|
2025
Q1 | $3.17M | Hold |
8,767
| – | – | 0.97% | 27 |
|
|
2024
Q4 | $3.52M | Hold |
8,767
| – | – | 1.09% | 23 |
|
|
2024
Q3 | $3.29M | Hold |
8,767
| – | – | 1% | 23 |
|
|
2024
Q2 | $3.2M | Hold |
8,767
| – | – | 1.07% | 20 |
|
|
2024
Q1 | $2.95M | Buy |
8,767
+35
| +0.4% | +$11.8K | 1.02% | 23 |
|
|
2023
Q4 | $2.65M | Buy |
+8,732
| New | +$2.65M | 1.08% | 21 |
|