Daymark Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
1,057
+131
| +14% | +$37.4K | 0.01% | 445 |
|
|
2025
Q1 | $237K | Sell |
926
-27
| -3% | -$6.9K | 0.01% | 452 |
|
|
2024
Q4 | $274K | Buy |
953
+27
| +3% | +$7.77K | 0.01% | 424 |
|
|
2024
Q3 | $263K | Buy |
926
+4
| +0.4% | +$1.14K | 0.01% | 455 |
|
|
2024
Q2 | $242K | Hold |
922
| – | – | 0.01% | 447 |
|
|
2024
Q1 | $250K | Hold |
922
| – | – | 0.01% | 377 |
|
|
2023
Q4 | $233K | Hold |
922
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $207K | Buy |
+922
| New | +$207K | 0.01% | 362 |
|