Daymark Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$928K	Buy	4,197 +380	+10%	+$79.5K	0.02%	350
2026 Q1	$724K	Hold	3,817	–	–	0.02%	350
2025 Q4	$692K	Sell	3,817 -95	-2%	-$17.1K	0.02%	333
2025 Q3	$692K	Buy	3,912 +185	+5%	+$31.2K	0.02%	325
2025 Q2	$588K	Buy	3,727 +279	+8%	+$41.5K	0.02%	324
2025 Q1	$521K	Sell	3,448 -31	-0.9%	-$5.01K	0.02%	325
2024 Q4	$571K	Buy	3,479 +33	+1%	+$5.63K	0.02%	303
2024 Q3	$575K	Buy	3,446 +7	+0.2%	+$1.14K	0.02%	313
2024 Q2	$524K	Buy	3,439 +352	+11%	+$53.8K	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	+$443K	0.03%	261

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Daymark Wealth Partners's IWN Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 10% in Q2 2026, buying an estimated $79.5K and bringing the position to 4,197 shares worth $928K. The position accounts for 0.02% of the portfolio, ranked #350.

Daymark Wealth Partners first reported a position in IWN in Q3 2023 and has held it in 12 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Daymark Wealth Partners held 4,197 shares of iShares Russell 2000 Value ETF worth $928K as of Q2 2026.
Daymark Wealth Partners bought 380 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $79.5K.
iShares Russell 2000 Value ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #350 holding.
Daymark Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and has held it in 12 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.