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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Buy	11,800 +11	+0.1%	+$1.22K	0.03%	298
2026 Q1	$1.19M	Buy	11,789 +11	+0.1%	+$1.13K	0.04%	273
2025 Q4	$1.14M	Sell	11,778 -2,142	-15%	-$206K	0.04%	267
2025 Q3	$1.33M	Sell	13,920 -229	-2%	-$21.6K	0.05%	246
2025 Q2	$1.29M	Buy	14,149 +21	+0.1%	+$1.8K	0.05%	232
2025 Q1	$1.18M	Buy	14,128 +18	+0.1%	+$1.62K	0.05%	220
2024 Q4	$1.28M	Sell	14,110 -1,072	-7%	-$101K	0.05%	201
2024 Q3	$1.4M	Sell	15,182 -312	-2%	-$27.9K	0.06%	201
2024 Q2	$1.37M	Buy	+15,494	New	+$1.37M	0.06%	198

Other funds holding IJK

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

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

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

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

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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Daymark Wealth Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.09% in Q2 2026, buying an estimated $1.22K and bringing the position to 11,800 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #298.

Daymark Wealth Partners first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Daymark Wealth Partners held 11,800 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.39M as of Q2 2026.
Daymark Wealth Partners bought 11 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.22K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #298 holding.
Daymark Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.4M in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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