AEPWM
Atlantic Edge Private Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.6K | Hold |
490
| – | – | 0.02% | 182 |
|
|
2025
Q1 | $66.1K | Hold |
490
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $63.7K | Hold |
490
| – | – | 0.02% | 182 |
|
|
2024
Q3 | $73.6K | Hold |
490
| – | – | 0.02% | 176 |
|
|
2024
Q2 | $68.6K | Hold |
490
| – | – | 0.02% | 173 |
|
|
2024
Q1 | $72.4K | Hold |
490
| – | – | 0.02% | 167 |
|
|
2023
Q4 | $67.7K | Buy |
+490
| New | +$67.7K | 0.03% | 167 |
|