AEPWM
Atlantic Edge Private Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63K | Sell |
42
-56
| -57% | -$8.84K | ﹤0.01% | 402 |
|
|
2025
Q1 | $14.8K | Sell |
98
-50
| -34% | -$7.55K | ﹤0.01% | 316 |
|
|
2024
Q4 | $24.3K | Hold |
148
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $24.7K | Hold |
148
| – | – | 0.01% | 246 |
|
|
2024
Q2 | $22.5K | Buy |
148
+41
| +38% | +$6.24K | 0.01% | 240 |
|
|
2024
Q1 | $17K | Sell |
107
-29
| -21% | -$4.61K | 0.01% | 265 |
|
|
2023
Q4 | $21.1K | Buy |
+136
| New | +$21.1K | 0.01% | 233 |
|