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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$246K	Sell
2025 Q2	$261K	Buy
2025 Q1	$215K	Buy
2024 Q4	$211K	Sell
2024 Q3	$321K	Buy
2024 Q2	$229K	Buy