DWP
Daymark Wealth Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
2,759
-851
| -24% | -$80.5K | 0.01% | 473 |
|
|
2025
Q1 | $333K | Buy |
3,610
+752
| +26% | +$69.4K | 0.01% | 394 |
|
|
2024
Q4 | $265K | Sell |
2,858
-37
| -1% | -$3.43K | 0.01% | 429 |
|
|
2024
Q3 | $276K | Sell |
2,895
-7
| -0.2% | -$668 | 0.01% | 438 |
|
|
2024
Q2 | $256K | Buy |
2,902
+32
| +1% | +$2.82K | 0.01% | 428 |
|
|
2024
Q1 | $260K | Sell |
2,870
-45
| -2% | -$4.07K | 0.01% | 373 |
|
|
2023
Q4 | $246K | Buy |
+2,915
| New | +$246K | 0.02% | 353 |
|