Daymark Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
2025
Q1
$229K Sell
2024
Q4
$246K Buy
2024
Q3
$241K Sell
2024
Q2
$255K Buy