AEPWM
Atlantic Edge Private Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
3,757
-800
| -18% | -$73.6K | 0.09% | 104 |
|
|
2025
Q1 | $388K | Hold |
4,557
| – | – | 0.12% | 95 |
|
|
2024
Q4 | $403K | Hold |
4,557
| – | – | 0.12% | 97 |
|
|
2024
Q3 | $402K | Buy |
4,557
+971
| +27% | +$85.6K | 0.12% | 99 |
|
|
2024
Q2 | $291K | Hold |
3,586
| – | – | 0.1% | 108 |
|
|
2024
Q1 | $302K | Hold |
3,586
| – | – | 0.1% | 106 |
|
|
2023
Q4 | $279K | Buy |
+3,586
| New | +$279K | 0.11% | 107 |
|