AssetMark Inc
IJK icon

AssetMark Inc’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

AssetMark Inc’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
2,360
+25
+1% +$2.78K ﹤0.01% 1354
2026
Q1 		$235K Buy
2,335
+794
+52% +$81.6K ﹤0.01% 1315
2025
Q4 		$149K Buy
1,541
+555
+56% +$53.4K ﹤0.01% 1371
2025
Q3 		$94.5K Sell
986
-1,888
-66% -$178K ﹤0.01% 1456
2025
Q2 		$261K Buy
2,874
+1,219
+74% +$104K ﹤0.01% 1155
2025
Q1 		$138K Sell
1,655
-2,255
-58% -$203K ﹤0.01% 1216
2024
Q4 		$356K Buy
3,910
+2,087
+114% +$197K ﹤0.01% 1007
2024
Q3 		$168K Buy
1,823
+1,562
+598% +$140K ﹤0.01% 1049
2024
Q2 		$23K Sell
261
-139
-35% -$12.3K ﹤0.01% 1365
2024
Q1 		$36.5K Buy
400
+113
+39% +$9.43K ﹤0.01% 1204
2023
Q4 		$22.7K Sell
287
-39
-12% -$2.86K ﹤0.01% 1277
2023
Q3 		$23.6K Sell
326
-1,048
-76% -$79K ﹤0.01% 1221
2023
Q2 		$103K Buy
1,374
+1,366
+17,075% +$97.5K ﹤0.01% 944
2023
Q1 		$572 Hold
8
– – ﹤0.01% 1486
2022
Q4 		$546 Hold
8
– – ﹤0.01% 1517
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1449
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1420
2022
Q1 		$1K Sell
8
-47
-85% -$3.63K ﹤0.01% 1483
2021
Q4 		$5K Buy
55
+47
+588% +$3.94K ﹤0.01% 1232
2021
Q3 		$1K Sell
8
-1,060,451
-100% -$86.1M ﹤0.01% 1334
2021
Q2 		$85.8M Buy
1,060,459
+1,060,451
+13,255,638% +$85.1M 0.4% 64
2021
Q1 		$1K Buy
+8
New +$616 ﹤0.01% 1255
2020
Q4 		– Sell
-1,088
Closed -$16K – 1432
2020
Q3 		$16K Buy
+1,088
New +$64.7K ﹤0.01% 865
2019
Q3 		– Sell
-112
Closed -$6K – 1355
2019
Q2 		$6K Sell
112
-136
-55% -$7.54K ﹤0.01% 1027
2019
Q1 		$14K Hold
248
– – ﹤0.01% 941
2018
Q4 		$12K Sell
248
-120
-33% -$6.28K ﹤0.01% 988
2018
Q3 		$21K Sell
368
-4
-1% -$232 ﹤0.01% 919
2018
Q2 		$21K Sell
372
-8
-2% -$447 ﹤0.01% 923
2018
Q1 		$21K Hold
380
– – ﹤0.01% 933
2017
Q4 		$21K Hold
380
– – ﹤0.01% 990
2017
Q3 		$19K Hold
380
– – ﹤0.01% 932
2017
Q2 		$19K Sell
380
-120
-24% -$5.83K ﹤0.01% 916
2017
Q1 		$24K Sell
500
-400
-44% -$18.9K ﹤0.01% 816
2016
Q4 		$41K Sell
900
-48
-5% -$2.11K ﹤0.01% 669
2016
Q3 		$41K Buy
948
+140
+17% +$6.14K ﹤0.01% 669
2016
Q2 		$34K Buy
808
+156
+24% +$6.47K ﹤0.01% 701
2016
Q1 		$27K Sell
652
-12
-2% -$458 ﹤0.01% 704
2015
Q4 		$27K Sell
664
-28
-4% -$1.15K ﹤0.01% 747
2015
Q3 		$27K Buy
692
+124
+22% +$5.18K ﹤0.01% 419
2015
Q2 		$24K Sell
568
-12
-2% -$514 ﹤0.01% 452
2015
Q1 		$25K Sell
580
-12
-2% -$497 ﹤0.01% 417
2014
Q4 		$24K Buy
592
+8
+1% +$311 ﹤0.01% 424
2014
Q3 		$22K Sell
584
-12
-2% -$465 ﹤0.01% 419
2014
Q2 		$23K Sell
596
-16
-3% -$605 ﹤0.01% 415
2014
Q1 		$23K Sell
612
-8
-1% -$301 ﹤0.01% 378
2013
Q4 		$23K Sell
620
-28
-4% -$1.01K ﹤0.01% 381
2013
Q3 		$23K Buy
+648
New +$22K ﹤0.01% 359

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

AssetMark Inc's IJK Position: Q2 2026 in Review

AssetMark Inc increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.1% in Q2 2026, buying an estimated $2.78K and bringing the position to 2,360 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

AssetMark Inc first reported a position in IJK in Q3 2013 and has held it in 47 quarters since. The position peaked at $85.8M in Q2 2021. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • AssetMark Inc held 2,360 shares of iShares S&P Mid-Cap 400 Growth ETF worth $277K as of Q2 2026.
  • AssetMark Inc bought 25 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $2.78K.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1354 holding.
  • AssetMark Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 47 quarters since.
  • AssetMark Inc's iShares S&P Mid-Cap 400 Growth ETF position peaked at $85.8M in Q2 2021.
  • 480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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