Daymark Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History

Daymark Wealth Partners’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$274K	Sell
2025 Q2	$261K	Sell
2025 Q1	$333K	Buy
2024 Q4	$265K	Sell
2024 Q3	$276K	Sell
2024 Q2	$256K	Buy
2024 Q1	$260K	Sell
2023 Q4	$246K	Buy