AEPWM
Atlantic Edge Private Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.8K | Hold |
825
| – | – | 0.03% | 165 |
|
|
2025
Q1 | $93.1K | Hold |
825
| – | – | 0.03% | 166 |
|
|
2024
Q4 | $91.2K | Hold |
825
| – | – | 0.03% | 167 |
|
|
2024
Q3 | $85.7K | Hold |
825
| – | – | 0.03% | 172 |
|
|
2024
Q2 | $78K | Hold |
825
| – | – | 0.03% | 168 |
|
|
2024
Q1 | $78.9K | Hold |
825
| – | – | 0.03% | 162 |
|
|
2023
Q4 | $70.5K | Buy |
+825
| New | +$70.5K | 0.03% | 166 |
|