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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 Value Idx by Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $496k 4.5k 110.59
2025-06-30 $445k 4.5k 99.48
2025-03-31 $436k 4.5k 97.49
2024-12-31 $598k 5.5k 108.62
2024-09-30 $714k 6.6k 107.66

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 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P SmallCap 600 Value Idx