Daymark Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Buy |
42,194
+236
| +0.6% | +$50.9K | 0.35% | 58 |
|
|
2025
Q1 | $8.37M | Sell |
41,958
-2,549
| -6% | -$509K | 0.36% | 61 |
|
|
2024
Q4 | $9.83M | Sell |
44,507
-463
| -1% | -$102K | 0.42% | 50 |
|
|
2024
Q3 | $9.93M | Buy |
44,970
+247
| +0.6% | +$54.6K | 0.42% | 52 |
|
|
2024
Q2 | $9.07M | Buy |
44,723
+30,103
| +206% | +$6.11M | 0.42% | 51 |
|
|
2024
Q1 | $3.07M | Buy |
14,620
+1,890
| +15% | +$397K | 0.17% | 101 |
|
|
2023
Q4 | $2.55M | Buy |
12,730
+509
| +4% | +$102K | 0.16% | 109 |
|
|
2023
Q3 | $2.16M | Buy |
12,221
+699
| +6% | +$124K | 0.15% | 118 |
|
|
2023
Q2 | $2.16M | Buy |
11,522
+6,118
| +113% | +$1.15M | 0.16% | 115 |
|
|
2023
Q1 | $964K | Buy |
5,404
+4,097
| +313% | +$731K | 0.13% | 131 |
|
|
2022
Q4 | $228K | Buy |
+1,307
| New | +$228K | 0.04% | 208 |
|