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iShares S&P SmallCap 600 Index shares owned by Daymark Wealth Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Daymark Wealth Partners from 13F filings

Historical chart of Daymark Wealth Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $504k 4.2k 118.83
2025-06-30 $389k 3.6k 109.29
2025-03-31 $351k 3.4k 104.58
2024-12-31 $386k 3.4k 115.21
2024-09-30 $408k 3.5k 116.95

More positions owned by Daymark Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Amgen (AMGN)
Progressive Corporation (PGR)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Active Growth (JGRO)
Visa Com Cl A (V)
Oracle Corporation (ORCL)

View all positions for Daymark Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index