Daymark Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $724K | Hold |
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|
2025
Q4 | $692K | Sell |
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|
2025
Q3 | $692K | Buy |
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|
2025
Q2 | $588K | Buy |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $575K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $490K | Hold |
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|
2023
Q4 | $480K | Hold |
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|
2023
Q3 | $418K | Buy |
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