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
2025 Q3	$692K	Buy
2025 Q2	$588K	Buy
2025 Q1	$521K	Sell
2024 Q4	$571K	Buy
2024 Q3	$575K	Buy
2024 Q2	$524K	Buy
2024 Q1	$490K	Hold
2023 Q4	$480K	Hold
2023 Q3	$418K	Buy