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
Q3 		$18.3M Buy
108,030
+640
+0.6% +$103K 0.03% 392
2026
Q2 		$17.6M Sell
107,390
-15,813
-13% -$2.37M 0.03% 387
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

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
White Lighthouse Investment Management
White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc's IGM Position: Q3 2026 in Review

AssetMark Inc increased its iShares Expanded Tech Sector ETF (IGM) stake by 0.6% in Q3 2026, buying an estimated $103K and bringing the position to 108,030 shares worth $18.3M. The position accounts for 0.03% of the portfolio, ranked #392.

AssetMark Inc first reported a position in IGM in Q4 2016 and has held it in 15 quarters since. The position peaked at $24.6M in Q3 2025. 206 funds tracked by Wall St. Rank hold IGM as of Q3 2026.

  • AssetMark Inc held 108,030 shares of iShares Expanded Tech Sector ETF worth $18.3M as of Q3 2026.
  • AssetMark Inc bought 640 iShares Expanded Tech Sector ETF shares in Q3 2026, an estimated $103K.
  • iShares Expanded Tech Sector ETF made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #392 holding.
  • AssetMark Inc first reported a position in iShares Expanded Tech Sector ETF in Q4 2016 and has held it in 15 quarters since.
  • AssetMark Inc's iShares Expanded Tech Sector ETF position peaked at $24.6M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q3 2026.

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