Daymark Wealth Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Daymark Wealth Partners’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Buy	7,269 +22	+0.3%	+$3.11K	0.03%	329
2026 Q1	$960K	Sell	7,247 -1,456	-17%	-$199K	0.03%	307
2025 Q4	$1.15M	Sell	8,703 -116	-1%	-$15.1K	0.04%	266
2025 Q3	$1.14M	Buy	8,819 +57	+0.7%	+$7.3K	0.04%	262
2025 Q2	$1.08M	Buy	8,762 +36	+0.4%	+$4.24K	0.04%	253
2025 Q1	$1.04M	Buy	8,726 +31	+0.4%	+$3.88K	0.04%	234
2024 Q4	$1.09M	Sell	8,695 -312	-3%	-$39.8K	0.05%	229
2024 Q3	$1.11M	Sell	9,007 -235	-3%	-$27.9K	0.05%	233
2024 Q2	$1.05M	Buy	+9,242	New	+$1.05M	0.05%	231

Other funds holding IJJ

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Daymark Wealth Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.3% in Q2 2026, buying an estimated $3.11K and bringing the position to 7,269 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #329.

Daymark Wealth Partners first reported a position in IJJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2025. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Daymark Wealth Partners held 7,269 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.07M as of Q2 2026.
Daymark Wealth Partners bought 22 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.11K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #329 holding.
Daymark Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.15M in Q4 2025.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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