AssetMark Inc
IEX icon

AssetMark Inc’s IDEX IEX Stock Holding History

AssetMark Inc’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$190K Sell
837
-1,235
-60% -$261K ﹤0.01% 1460
2026
Q1 		$393K Sell
2,072
-1,215
-37% -$240K ﹤0.01% 1208
2025
Q4 		$585K Buy
3,287
+617
+23% +$105K ﹤0.01% 1110
2025
Q3 		$435K Buy
2,670
+771
+41% +$130K ﹤0.01% 1128
2025
Q2 		$333K Buy
1,899
+1,333
+236% +$236K ﹤0.01% 1115
2025
Q1 		$102K Buy
566
+149
+36% +$29.7K ﹤0.01% 1273
2024
Q4 		$87.3K Buy
417
+235
+129% +$51.4K ﹤0.01% 1283
2024
Q3 		$39K Buy
+182
New +$36.7K ﹤0.01% 1347
2024
Q2 		– Sell
-1
Closed -$244 – 2172
2024
Q1 		$244 Buy
+1
New +$226 ﹤0.01% 1781
2023
Q3 		– Sell
-9
Closed -$1.94K – 1772
2023
Q2 		$1.94K Hold
9
– – ﹤0.01% 1426
2023
Q1 		$2.08K Hold
9
– – ﹤0.01% 1394
2022
Q4 		$2.06K Sell
9
-16
-64% -$3.58K ﹤0.01% 1437
2022
Q3 		$5K Hold
25
– – ﹤0.01% 1299
2022
Q2 		$5K Sell
25
-3,179
-99% -$599K ﹤0.01% 1302
2022
Q1 		$614K Buy
3,204
+1,729
+117% +$351K ﹤0.01% 589
2021
Q4 		$349K Buy
1,475
+1,385
+1,539% +$315K ﹤0.01% 605
2021
Q3 		$19K Buy
90
+81
+900% +$18K ﹤0.01% 950
2021
Q2 		$2K Hold
9
– – ﹤0.01% 1201
2021
Q1 		$2K Hold
9
– – ﹤0.01% 1181
2020
Q4 		$2K Buy
+9
New +$1.71K ﹤0.01% 1208
2020
Q1 		– Sell
-2
Closed – – 1441
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1424
2019
Q3 		$0 Buy
+2
New +$332 ﹤0.01% 1354
2018
Q2 		– Sell
-878
Closed -$125K – 1428
2018
Q1 		$125K Sell
878
-16
-2% -$2.23K ﹤0.01% 531
2017
Q4 		$118K Buy
+894
New +$115K ﹤0.01% 568
2016
Q1 		– Sell
-8
Closed -$1K – 1284
2015
Q4 		$1K Buy
8
+7
+700% +$536 ﹤0.01% 1216
2015
Q3 		$0 Buy
+1
New +$74 ﹤0.01% 784

Other funds holding IEX

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
MPIA
Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return

AssetMark Inc's IEX Position: Q2 2026 in Review

AssetMark Inc reduced its IDEX (IEX) stake by 60% in Q2 2026, selling an estimated $261K and leaving 837 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

AssetMark Inc first reported a position in IEX in Q3 2015 and has held it in 26 quarters since. The position peaked at $614K in Q1 2022. 221 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • AssetMark Inc held 837 shares of IDEX worth $190K as of Q2 2026.
  • AssetMark Inc sold 1,235 IDEX shares in Q2 2026, an estimated $261K.
  • IDEX made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1460 holding.
  • AssetMark Inc first reported a position in IDEX in Q3 2015 and has held it in 26 quarters since.
  • AssetMark Inc's IDEX position peaked at $614K in Q1 2022.
  • 221 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.