Daymark Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10M | Sell |
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|
2025
Q2 | $9.1M | Buy |
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|
2025
Q1 | $8.37M | Sell |
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|
2024
Q4 | $9.83M | Sell |
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|
2024
Q3 | $9.93M | Buy |
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|
2024
Q2 | $9.07M | Buy |
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|
2024
Q1 | $3.07M | Buy |
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|
2023
Q4 | $2.55M | Buy |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $964K | Buy |
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|
2022
Q4 | $228K | Buy |
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