Daymark Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Buy	1,342 +202	+18%	+$39.2K	0.01%	474
2025 Q1	$215K	Buy	1,140 +2	+0.2%	+$376	0.01%	478
2024 Q4	$211K	Sell	1,138 -555	-33%	-$103K	0.01%	474
2024 Q3	$321K	Buy	1,693 +382	+29%	+$72.5K	0.01%	408
2024 Q2	$229K	Buy	+1,311	New	+$229K	0.01%	462