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 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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

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

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

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

Daymark Wealth Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 15% in Q2 2026, buying an estimated $86.3K and bringing the position to 4,911 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #393.

Daymark Wealth Partners first reported a position in IJR in Q2 2024 and has held it in 9 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Daymark Wealth Partners held 4,911 shares of iShares Core S&P Small-Cap ETF worth $728K as of Q2 2026.
Daymark Wealth Partners bought 629 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $86.3K.
iShares Core S&P Small-Cap ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #393 holding.
Daymark Wealth Partners first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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