AEPWM
Atlantic Edge Private Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.8K | Hold |
580
| – | – | 0.02% | 198 |
|
|
2025
Q1 | $51.2K | Hold |
580
| – | – | 0.02% | 203 |
|
|
2024
Q4 | $55.8K | Hold |
580
| – | – | 0.02% | 193 |
|
|
2024
Q3 | $51K | Hold |
580
| – | – | 0.02% | 204 |
|
|
2024
Q2 | $47.1K | Hold |
580
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $47.5K | Hold |
580
| – | – | 0.02% | 196 |
|
|
2023
Q4 | $43.9K | Buy |
+580
| New | +$43.9K | 0.02% | 190 |
|