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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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Daymark Wealth Partners's IJH Position: Q1 2026 in Review

Daymark Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, buying an estimated $333K and bringing the position to 35,340 shares worth $2.39M. The position accounts for 0.08% of the portfolio, ranked #184.

Daymark Wealth Partners first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Daymark Wealth Partners held 35,340 shares of iShares Core S&P Mid-Cap ETF worth $2.39M as of Q1 2026.
  • Daymark Wealth Partners bought 4,797 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $333K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Daymark Wealth Partners's portfolio in Q1 2026, its #184 holding.
  • Daymark Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.