Daymark Wealth Partners’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$381K	Buy	2,788 +11	+0.4%	+$1.42K	0.01%	554
2026 Q1	$329K	Sell	2,777 -1,705	-38%	-$206K	0.01%	546
2025 Q4	$510K	Sell	4,482 -7	-0.2%	-$785	0.02%	390
2025 Q3	$496K	Buy	4,489 +20	+0.4%	+$2.12K	0.02%	382
2025 Q2	$445K	Sell	4,469 -8	-0.2%	-$755	0.02%	375
2025 Q1	$436K	Sell	4,477 -1,027	-19%	-$108K	0.02%	350
2024 Q4	$598K	Sell	5,504 -1,129	-17%	-$125K	0.03%	297
2024 Q3	$714K	Sell	6,633 -318	-5%	-$33K	0.03%	288
2024 Q2	$676K	Buy	+6,951	New	+$683K	0.03%	292

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

PRS

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

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Daymark Wealth Partners increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.4% in Q2 2026, buying an estimated $1.42K and bringing the position to 2,788 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #554.

Daymark Wealth Partners first reported a position in IJS in Q2 2024 and has held it in 9 quarters since. The position peaked at $714K in Q3 2024. 884 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Daymark Wealth Partners held 2,788 shares of iShares S&P Small-Cap 600 Value ETF worth $381K as of Q2 2026.
Daymark Wealth Partners bought 11 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.42K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #554 holding.
Daymark Wealth Partners first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's iShares S&P Small-Cap 600 Value ETF position peaked at $714K in Q3 2024.
884 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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