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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$983K	Buy	6,794 +11	+0.2%	+$1.63K	0.03%	302
2025 Q4	$958K	Buy	6,783 +19	+0.3%	+$2.69K	0.03%	293
2025 Q3	$957K	Buy	6,764 +15	+0.2%	+$2.07K	0.03%	287
2025 Q2	$898K	Buy	6,749 +16	+0.2%	+$2K	0.03%	278
2025 Q1	$838K	Buy	6,733 +13	+0.2%	+$1.74K	0.04%	266
2024 Q4	$910K	Sell	6,720 -837	-11%	-$118K	0.04%	248
2024 Q3	$1.05M	Sell	7,557 -347	-4%	-$46.8K	0.04%	237
2024 Q2	$1.02M	Buy	+7,904	New	+$1.01M	0.05%	234

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Daymark Wealth Partners's IJT Position: Q1 2026 in Review

Daymark Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.16% in Q1 2026, buying an estimated $1.63K and bringing the position to 6,794 shares worth $983K. The position accounts for 0.03% of the portfolio, ranked #302.

Daymark Wealth Partners first reported a position in IJT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q3 2024. 756 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

Daymark Wealth Partners held 6,794 shares of iShares S&P Small-Cap 600 Growth ETF worth $983K as of Q1 2026.
Daymark Wealth Partners bought 11 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.63K.
iShares S&P Small-Cap 600 Growth ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #302 holding.
Daymark Wealth Partners first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Daymark Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.05M in Q3 2024.
756 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.