A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 3,446 shares of IWN stock, worth $565,523. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,446
Previous 3,439 0.2%
Holding current value
$565,523
Previous $523,000 9.75%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$150.05 - $171.34 $1,050 - $1,199
7 Added 0.2%
3,446 $574,000
Q2 2024

Aug 14, 2024

BUY
$146.03 - $158.93 $51,402 - $55,943
352 Added 11.4%
3,439 $523,000
Q3 2023

Oct 10, 2023

BUY
$133.8 - $151.24 $413,040 - $466,877
3,087 New
3,087 $418,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.