AssetMark Inc
IGM icon

AssetMark Inc’s iShares Expanded Tech Sector ETF IGM Stock Holding History

AssetMark Inc’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.6M Sell
107,390
-15,813
-13% -$2.37M 0.03% 386
2026
Q1 		$14.6M Buy
123,203
+17,786
+17% +$2.24M 0.03% 405
2025
Q4 		$13.6M Sell
105,417
-90,060
-46% -$11.7M 0.03% 410
2025
Q3 		$24.6M Buy
195,477
+194,616
+22,603% +$23M 0.05% 269
2025
Q2 		$96.7K Sell
861
-70
-8% -$6.88K ﹤0.01% 1373
2025
Q1 		$84.4K Hold
931
– – ﹤0.01% 1323
2024
Q4 		$95K Buy
931
+273
+41% +$27.4K ﹤0.01% 1261
2024
Q3 		$63.1K Buy
+658
New +$60.8K ﹤0.01% 1233
2023
Q1 		– Sell
-90
Closed -$4.2K – 1651
2022
Q4 		$4.2K Sell
90
-158,868
-100% -$7.61M ﹤0.01% 1373
2022
Q3 		$7.32M Sell
158,958
-159,216
-50% -$8.39M 0.03% 242
2022
Q2 		$15.6M Sell
318,174
-16,062
-5% -$881K 0.07% 191
2022
Q1 		$21.6M Buy
+334,236
New +$21.5M 0.09% 180
2017
Q2 		– Sell
-6
Closed – – 1431
2017
Q1 		$0 Sell
6
-222
-97% -$4.93K ﹤0.01% 1351
2016
Q4 		$5K Buy
+228
New +$4.69K ﹤0.01% 1038

Other funds holding IGM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

AssetMark Inc's IGM Position: Q2 2026 in Review

AssetMark Inc reduced its iShares Expanded Tech Sector ETF (IGM) stake by 13% in Q2 2026, selling an estimated $2.37M and leaving 107,390 shares worth $17.6M. The position accounts for 0.03% of the portfolio, ranked #386.

AssetMark Inc first reported a position in IGM in Q4 2016 and has held it in 14 quarters since. The position peaked at $24.6M in Q3 2025. 256 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • AssetMark Inc held 107,390 shares of iShares Expanded Tech Sector ETF worth $17.6M as of Q2 2026.
  • AssetMark Inc sold 15,813 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $2.37M.
  • iShares Expanded Tech Sector ETF made up 0.03% of AssetMark Inc's portfolio in Q2 2026, its #386 holding.
  • AssetMark Inc first reported a position in iShares Expanded Tech Sector ETF in Q4 2016 and has held it in 14 quarters since.
  • AssetMark Inc's iShares Expanded Tech Sector ETF position peaked at $24.6M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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