AEPWM
Atlantic Edge Private Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Sell |
39
-19
| -33% | -$5.43K | ﹤0.01% | 352 |
|
|
2025
Q1 | $14.8K | Hold |
58
| – | – | ﹤0.01% | 315 |
|
|
2024
Q4 | $16.7K | Hold |
58
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $16.5K | Hold |
58
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $15.2K | Buy |
58
+29
| +100% | +$7.61K | 0.01% | 278 |
|
|
2024
Q1 | $7.85K | Buy |
29
+17
| +142% | +$4.6K | ﹤0.01% | 339 |
|
|
2023
Q4 | $3.03K | Buy |
+12
| New | +$3.03K | ﹤0.01% | 400 |
|