Daymark Wealth Partners
IJT icon

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
Q3 		$1.09M Buy
6,819
+15
+0.2% +$2.57K 0.02% 342
2026
Q2 		$1.22M Buy
6,804
+10
+0.1% +$1.62K 0.03% 311
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Daymark Wealth Partners increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.22% in Q3 2026, buying an estimated $2.57K and bringing the position to 6,819 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #342.

Daymark Wealth Partners first reported a position in IJT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q2 2026. 741 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

  • Daymark Wealth Partners held 6,819 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.09M as of Q3 2026.
  • Daymark Wealth Partners bought 15 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $2.57K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q3 2026, its #342 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 10 quarters since.
  • Daymark Wealth Partners's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.22M in Q2 2026.
  • 741 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

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