Daymark Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Buy
1,128
+52
+5% +$22.1K 0.02% 359
2025
Q1
$388K Sell
1,076
-63
-6% -$22.7K 0.02% 368
2024
Q4
$457K Buy
1,139
+59
+5% +$23.7K 0.02% 340
2024
Q3
$406K Buy
1,080
+173
+19% +$65K 0.02% 374
2024
Q2
$331K Buy
+907
New +$331K 0.02% 386