DWP
Daymark Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
1,183
-5
| -0.4% | -$1.76K | 0.02% | 387 |
|
|
2025
Q1 | $377K | Hold |
1,188
| – | – | 0.02% | 373 |
|
|
2024
Q4 | $397K | Hold |
1,188
| – | – | 0.02% | 363 |
|
|
2024
Q3 | $388K | Hold |
1,188
| – | – | 0.02% | 380 |
|
|
2024
Q2 | $367K | Buy |
+1,188
| New | +$367K | 0.02% | 368 |
|