Daymark Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Sell	1,879 -228	-11%	-$31.6K	0.01%	475
2025 Q1	$248K	Sell	2,107 -127	-6%	-$14.9K	0.01%	449
2024 Q4	$283K	Sell	2,234 -374	-14%	-$47.4K	0.01%	416
2024 Q3	$306K	Sell	2,608 -346	-12%	-$40.6K	0.01%	420
2024 Q2	$326K	Buy	+2,954	New	+$326K	0.02%	387