AEPWM
Atlantic Edge Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
1,170
-350
| -23% | -$75.5K | 0.07% | 119 |
|
|
2025
Q1 | $303K | Sell |
1,520
-40
| -3% | -$7.98K | 0.09% | 109 |
|
|
2024
Q4 | $345K | Hold |
1,560
| – | – | 0.11% | 104 |
|
|
2024
Q3 | $345K | Buy |
1,560
+39
| +3% | +$8.62K | 0.1% | 106 |
|
|
2024
Q2 | $309K | Sell |
1,521
-141
| -8% | -$28.6K | 0.1% | 104 |
|
|
2024
Q1 | $350K | Hold |
1,662
| – | – | 0.12% | 101 |
|
|
2023
Q4 | $334K | Buy |
+1,662
| New | +$334K | 0.14% | 101 |
|