Daymark Wealth Partners
IJR icon

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

Daymark Wealth Partners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$672K Buy
4,939
+28
+0.6% +$4.05K 0.02% 438
2026
Q2 		$728K Buy
4,911
+629
+15% +$86.3K 0.02% 393
2026
Q1 		$532K Buy
4,282
+13
+0.3% +$1.65K 0.02% 410
2025
Q4 		$513K Buy
4,269
+32
+0.8% +$3.83K 0.02% 385
2025
Q3 		$503K Buy
4,237
+676
+19% +$77.7K 0.02% 377
2025
Q2 		$389K Buy
3,561
+204
+6% +$21.1K 0.01% 403
2025
Q1 		$351K Buy
3,357
+4
+0.1% +$451 0.02% 385
2024
Q4 		$386K Sell
3,353
-132
-4% -$15.8K 0.02% 366
2024
Q3 		$408K Buy
3,485
+13
+0.4% +$1.47K 0.02% 373
2024
Q2 		$370K Buy
+3,472
New +$371K 0.02% 367

Other funds holding IJR

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Daymark Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.57% in Q3 2026, buying an estimated $4.05K and bringing the position to 4,939 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #438.

Daymark Wealth Partners first reported a position in IJR in Q2 2024 and has held it in 10 quarters since. The position peaked at $728K in Q2 2026. 1,777 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Daymark Wealth Partners held 4,939 shares of iShares Core S&P Small-Cap ETF worth $672K as of Q3 2026.
  • Daymark Wealth Partners bought 28 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $4.05K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q3 2026, its #438 holding.
  • Daymark Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • Daymark Wealth Partners's iShares Core S&P Small-Cap ETF position peaked at $728K in Q2 2026.
  • 1,777 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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