Daymark Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
3,727
+279
| +8% | +$44K | 0.02% | 324 |
|
|
2025
Q1 | $521K | Sell |
3,448
-31
| -0.9% | -$4.68K | 0.02% | 325 |
|
|
2024
Q4 | $571K | Buy |
3,479
+33
| +1% | +$5.42K | 0.02% | 303 |
|
|
2024
Q3 | $575K | Buy |
3,446
+7
| +0.2% | +$1.17K | 0.02% | 313 |
|
|
2024
Q2 | $524K | Buy |
3,439
+352
| +11% | +$53.6K | 0.02% | 311 |
|
|
2024
Q1 | $490K | Hold |
3,087
| – | – | 0.03% | 269 |
|
|
2023
Q4 | $480K | Hold |
3,087
| – | – | 0.03% | 260 |
|
|
2023
Q3 | $418K | Buy |
+3,087
| New | +$418K | 0.03% | 261 |
|