Atlantic Edge Private Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$346K	Sell
2025 Q1	$388K	Hold
2024 Q4	$403K	Hold
2024 Q3	$402K	Buy
2024 Q2	$291K	Hold
2024 Q1	$302K	Hold
2023 Q4	$279K	Buy