AssetMark Inc’s IDEX IEX Stock Holding History
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
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. 690 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.
- 690 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.