AEPWM
Atlantic Edge Private Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
1,340
| – | – | 0.05% | 132 |
|
|
2025
Q1 | $174K | Hold |
1,340
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $179K | Hold |
1,340
| – | – | 0.06% | 131 |
|
|
2024
Q3 | $179K | Hold |
1,340
| – | – | 0.05% | 133 |
|
|
2024
Q2 | $160K | Sell |
1,340
-65
| -5% | -$7.76K | 0.05% | 135 |
|
|
2024
Q1 | $177K | Sell |
1,405
-145
| -9% | -$18.2K | 0.06% | 131 |
|
|
2023
Q4 | $177K | Buy |
+1,550
| New | +$177K | 0.07% | 127 |
|