AssetMark Inc
BILT icon

AssetMark Inc’s iShares Infrastructure Active ETF BILT Stock Holding History

AssetMark Inc’s Portfolio BILT Stock Details BILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.82M Buy
108,871
+3,058
+3% +$84.8K ﹤0.01% 870
2026
Q2 		$2.97M Buy
+105,813
New +$3.06M 0.01% 867

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Diversify Advisory Services
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Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

AssetMark Inc's BILT Position: Q3 2026 in Review

AssetMark Inc increased its iShares Infrastructure Active ETF (BILT) stake by 2.9% in Q3 2026, buying an estimated $84.8K and bringing the position to 108,871 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #870.

AssetMark Inc first reported a position in BILT in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.97M in Q2 2026. 20 funds tracked by Wall St. Rank hold BILT as of Q3 2026.

  • AssetMark Inc held 108,871 shares of iShares Infrastructure Active ETF worth $2.82M as of Q3 2026.
  • AssetMark Inc bought 3,058 iShares Infrastructure Active ETF shares in Q3 2026, an estimated $84.8K.
  • iShares Infrastructure Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #870 holding.
  • AssetMark Inc first reported a position in iShares Infrastructure Active ETF in Q2 2026 and has held it in 2 quarters since.
  • AssetMark Inc's iShares Infrastructure Active ETF position peaked at $2.97M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held iShares Infrastructure Active ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.