AEPWM
Atlantic Edge Private Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
1,140
| – | – | 0.04% | 141 |
|
|
2025
Q1 | $134K | Hold |
1,140
| – | – | 0.04% | 145 |
|
|
2024
Q4 | $144K | Hold |
1,140
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $134K | Hold |
1,140
| – | – | 0.04% | 149 |
|
|
2024
Q2 | $126K | Hold |
1,140
| – | – | 0.04% | 148 |
|
|
2024
Q1 | $130K | Hold |
1,140
| – | – | 0.04% | 147 |
|
|
2023
Q4 | $119K | Buy |
+1,140
| New | +$119K | 0.05% | 145 |
|