Daymark Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
14,284
-39
| -0.3% | -$3.59K | 0.05% | 229 |
|
|
2025
Q1 | $1.22M | Sell |
14,323
-5,480
| -28% | -$466K | 0.05% | 217 |
|
|
2024
Q4 | $1.75M | Buy |
19,803
+756
| +4% | +$66.8K | 0.07% | 175 |
|
|
2024
Q3 | $1.68M | Buy |
19,047
+71
| +0.4% | +$6.26K | 0.07% | 184 |
|
|
2024
Q2 | $1.54M | Buy |
18,976
+2,947
| +18% | +$239K | 0.07% | 183 |
|
|
2024
Q1 | $1.35M | Sell |
16,029
-1,078
| -6% | -$90.6K | 0.07% | 167 |
|
|
2023
Q4 | $1.33M | Sell |
17,107
-1,315
| -7% | -$102K | 0.08% | 159 |
|
|
2023
Q3 | $1.28M | Buy |
18,422
+8,748
| +90% | +$606K | 0.09% | 153 |
|
|
2023
Q2 | $706K | Sell |
9,674
-3,798
| -28% | -$277K | 0.05% | 198 |
|
|
2023
Q1 | $942K | Buy |
+13,472
| New | +$942K | 0.13% | 132 |
|