Daymark Wealth Partners
IJH icon

Daymark Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Daymark Wealth Partners’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.6M Buy
36,124
+523
+1% +$39.5K 0.06% 222
2026
Q2 		$2.75M Buy
35,601
+261
+0.7% +$19.2K 0.07% 204
2026
Q1 		$2.39M Buy
35,340
+4,797
+16% +$333K 0.08% 184
2025
Q4 		$2.02M Sell
30,543
-76
-0.2% -$4.98K 0.06% 195
2025
Q3 		$2M Buy
30,619
+4,126
+16% +$265K 0.07% 191
2025
Q2 		$1.64M Sell
26,493
-7,620
-22% -$447K 0.06% 199
2025
Q1 		$1.99M Buy
34,113
+6,653
+24% +$413K 0.09% 171
2024
Q4 		$1.71M Sell
27,460
-684
-2% -$43.9K 0.07% 177
2024
Q3 		$1.75M Buy
28,144
+358
+1% +$21.6K 0.07% 180
2024
Q2 		$1.63M Buy
27,786
+7,516
+37% +$442K 0.07% 179
2024
Q1 		$1.23M Sell
20,270
-3,690
-15% -$209K 0.07% 176
2023
Q4 		$1.33M Buy
23,960
+2,360
+11% +$120K 0.08% 160
2023
Q3 		$1.08M Sell
21,600
-4,025
-16% -$211K 0.07% 164
2023
Q2 		$1.34M Buy
25,625
+14,315
+127% +$711K 0.1% 146
2023
Q1 		$566K Buy
11,310
+5,495
+94% +$280K 0.08% 176
2022
Q4 		$281K Buy
+5,815
New +$281K 0.05% 188

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Daymark Wealth Partners's IJH Position: Q3 2026 in Review

Daymark Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q3 2026, buying an estimated $39.5K and bringing the position to 36,124 shares worth $2.6M. The position accounts for 0.06% of the portfolio, ranked #222.

Daymark Wealth Partners first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.75M in Q2 2026. 1,767 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Daymark Wealth Partners held 36,124 shares of iShares Core S&P Mid-Cap ETF worth $2.6M as of Q3 2026.
  • Daymark Wealth Partners bought 523 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $39.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of Daymark Wealth Partners's portfolio in Q3 2026, its #222 holding.
  • Daymark Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.75M in Q2 2026.
  • 1,767 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.