AssetMark Inc
IJH icon

AssetMark Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

AssetMark Inc’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.38M Buy
43,890
+3,600
+9% +$264K 0.01% 833
2026
Q1 		$2.72M Sell
40,290
-1,184
-3% -$82.1K 0.01% 810
2025
Q4 		$2.74M Buy
41,474
+4,703
+13% +$308K 0.01% 782
2025
Q3 		$2.4M Buy
36,771
+4,361
+13% +$280K 0.01% 770
2025
Q2 		$2.01M Buy
32,410
+4,954
+18% +$291K ﹤0.01% 763
2025
Q1 		$1.6M Sell
27,456
-9,228
-25% -$573K ﹤0.01% 768
2024
Q4 		$2.29M Buy
36,684
+14,151
+63% +$908K 0.01% 682
2024
Q3 		$1.4M Buy
22,533
+2,388
+12% +$144K ﹤0.01% 724
2024
Q2 		$1.18M Buy
20,145
+17,078
+557% +$1M ﹤0.01% 734
2024
Q1 		$186K Buy
3,067
+1,042
+51% +$59K ﹤0.01% 952
2023
Q4 		$112K Sell
2,025
-10,770
-84% -$546K ﹤0.01% 1017
2023
Q3 		$638K Buy
12,795
+11,815
+1,206% +$619K ﹤0.01% 711
2023
Q2 		$51.3K Sell
980
-90
-8% -$4.47K ﹤0.01% 1073
2023
Q1 		$53.5K Sell
1,070
-320
-23% -$16.3K ﹤0.01% 1021
2022
Q4 		$67.2K Sell
1,390
-5,895
-81% -$285K ﹤0.01% 979
2022
Q3 		$319K Sell
7,285
-1,120
-13% -$54.1K ﹤0.01% 719
2022
Q2 		$380K Sell
8,405
-6,715
-44% -$331K ﹤0.01% 663
2022
Q1 		$811K Buy
15,120
+11,755
+349% +$626K ﹤0.01% 522
2021
Q4 		$191K Buy
3,365
+1,150
+52% +$64K ﹤0.01% 707
2021
Q3 		$117K Sell
2,215
-445
-17% -$23.9K ﹤0.01% 629
2021
Q2 		$143K Buy
2,660
+455
+21% +$24.6K ﹤0.01% 613
2021
Q1 		$115K Buy
2,205
+1,175
+114% +$58.7K ﹤0.01% 613
2020
Q4 		$47K Sell
1,030
-610
-37% -$25.7K ﹤0.01% 725
2020
Q3 		$61K Buy
1,640
+565
+53% +$21.1K ﹤0.01% 642
2020
Q2 		$38K Sell
1,075
-1,905
-64% -$63.3K ﹤0.01% 698
2020
Q1 		$86K Sell
2,980
-1,970
-40% -$73.2K ﹤0.01% 594
2019
Q4 		$204K Sell
4,950
-275
-5% -$10.9K ﹤0.01% 536
2019
Q3 		$202K Buy
5,225
+400
+8% +$15.4K ﹤0.01% 492
2019
Q2 		$187K Sell
4,825
-695
-13% -$26.6K ﹤0.01% 475
2019
Q1 		$209K Buy
5,520
+25
+0.5% +$923 ﹤0.01% 445
2018
Q4 		$183K Sell
5,495
-415
-7% -$15.1K ﹤0.01% 458
2018
Q3 		$238K Sell
5,910
-20
-0.3% -$804 ﹤0.01% 431
2018
Q2 		$231K Sell
5,930
-20
-0.3% -$773 ﹤0.01% 435
2018
Q1 		$223K Buy
5,950
+420
+8% +$16.1K ﹤0.01% 435
2017
Q4 		$210K Buy
5,530
+445
+9% +$16.5K ﹤0.01% 464
2017
Q3 		$182K Sell
5,085
-645
-11% -$22.5K ﹤0.01% 479
2017
Q2 		$199K Sell
5,730
-460
-7% -$15.9K ﹤0.01% 444
2017
Q1 		$212K Sell
6,190
-1,290
-17% -$43.9K ﹤0.01% 411
2016
Q4 		$247K Sell
7,480
-4,065
-35% -$129K ﹤0.01% 387
2016
Q3 		$357K Buy
11,545
+2,750
+31% +$85K 0.01% 337
2016
Q2 		$263K Buy
8,795
+25
+0.3% +$733 ﹤0.01% 365
2016
Q1 		$253K Sell
8,770
-3,965
-31% -$106K ﹤0.01% 346
2015
Q4 		$355K Buy
12,735
+10,630
+505% +$304K 0.01% 376
2015
Q3 		$58K Buy
2,105
+95
+5% +$2.76K ﹤0.01% 386
2015
Q2 		$60K Sell
2,010
-25
-1% -$762 ﹤0.01% 431
2015
Q1 		$62K Sell
2,035
-30
-1% -$887 ﹤0.01% 408
2014
Q4 		$60K Buy
2,065
+20
+1% +$562 ﹤0.01% 412
2014
Q3 		$56K Sell
2,045
-45
-2% -$1.27K ﹤0.01% 410
2014
Q2 		$60K Sell
2,090
-50
-2% -$1.37K ﹤0.01% 408
2014
Q1 		$59K Sell
2,140
-30
-1% -$807 ﹤0.01% 368
2013
Q4 		$58K Sell
2,170
-105
-5% -$2.71K ﹤0.01% 373
2013
Q3 		$56K Buy
+2,275
New +$55.5K ﹤0.01% 354

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc's IJH Position: Q2 2026 in Review

AssetMark Inc increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.9% in Q2 2026, buying an estimated $264K and bringing the position to 43,890 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #833.

AssetMark Inc first reported a position in IJH in Q3 2013 and has held it in 52 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • AssetMark Inc held 43,890 shares of iShares Core S&P Mid-Cap ETF worth $3.38M as of Q2 2026.
  • AssetMark Inc bought 3,600 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $264K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #833 holding.
  • AssetMark Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 52 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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