DWP
Daymark Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
1,831
+10
| +0.5% | +$1.32K | 0.01% | 497 |
|
|
2025
Q1 | $229K | Sell |
1,821
-81
| -4% | -$10.2K | 0.01% | 461 |
|
|
2024
Q4 | $246K | Buy |
1,902
+83
| +5% | +$10.7K | 0.01% | 446 |
|
|
2024
Q3 | $241K | Sell |
1,819
-291
| -14% | -$38.5K | 0.01% | 470 |
|
|
2024
Q2 | $255K | Buy |
+2,110
| New | +$255K | 0.01% | 429 |
|