AEPWM
Atlantic Edge Private Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Hold |
2,140
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $301K | Hold |
2,140
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $341K | Hold |
2,140
| – | – | 0.11% | 106 |
|
|
2024
Q3 | $324K | Hold |
2,140
| – | – | 0.1% | 109 |
|
|
2024
Q2 | $322K | Hold |
2,140
| – | – | 0.11% | 102 |
|
|
2024
Q1 | $289K | Hold |
2,140
| – | – | 0.1% | 108 |
|
|
2023
Q4 | $263K | Buy |
+2,140
| New | +$263K | 0.11% | 109 |
|