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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Daymark Wealth Partners's IJH Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.74% in Q2 2026, buying an estimated $19.2K and bringing the position to 35,601 shares worth $2.75M. The position accounts for 0.07% of the portfolio, ranked #204.

Daymark Wealth Partners first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Daymark Wealth Partners held 35,601 shares of iShares Core S&P Mid-Cap ETF worth $2.75M as of Q2 2026.
Daymark Wealth Partners bought 261 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.2K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Daymark Wealth Partners's portfolio in Q2 2026, its #204 holding.
Daymark Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.