Atlantic Edge Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
2025
Q1
$303K Sell
2024
Q4
$345K Hold
2024
Q3
$345K Buy
2024
Q2
$309K Sell
2024
Q1
$350K Hold
2023
Q4
$334K Buy