AssetMark Inc’s VanEck Robotics ETF IBOT Stock Holding History

AssetMark Inc’s Portfolio IBOT Stock Details IBOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-353	Closed	-$13.9K	–	3066
2025 Q1	$13.9K	Sell	353 -1,581	-82%	-$66.9K	﹤0.01%	1779
2024 Q4	$79.5K	Sell	1,934 -75,350	-97%	-$3.27M	﹤0.01%	1297
2024 Q3	$3.46M	Buy	77,284 +2,294	+3%	+$100K	0.01%	519
2024 Q2	$3.36M	Buy	74,990 +11,669	+18%	+$507K	0.01%	500
2024 Q1	$2.79M	Buy	63,321 +45,053	+247%	+$1.87M	0.01%	518
2023 Q4	$726K	Buy	18,268 +9,221	+102%	+$333K	﹤0.01%	740
2023 Q3	$319K	Buy	+9,047	New	+$339K	﹤0.01%	808

Other funds holding IBOT

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

AssetMark Inc's IBOT Position: Q2 2025 in Review

AssetMark Inc sold out of VanEck Robotics ETF (IBOT) in Q2 2025, closing a stake of 353 shares — an estimated $13.9K sold.

AssetMark Inc first reported a position in IBOT in Q3 2023 and held it in 7 quarters. The position peaked at $3.46M in Q3 2024. 7 funds tracked by Wall St. Rank hold IBOT as of Q2 2025.

AssetMark Inc reported no remaining VanEck Robotics ETF position as of Q2 2025 after selling out during the quarter.
AssetMark Inc sold 353 VanEck Robotics ETF shares in Q2 2025, an estimated $13.9K.
AssetMark Inc first reported a position in VanEck Robotics ETF in Q3 2023 and held it in 7 quarters.
AssetMark Inc's VanEck Robotics ETF position peaked at $3.46M in Q3 2024.
7 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.