AssetMark Inc
IJT icon

AssetMark Inc’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

AssetMark Inc’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.6K Buy
468
+95
+25% +$15.4K ﹤0.01% 1677
2026
Q1 		$53.9K Sell
373
-46
-11% -$6.82K ﹤0.01% 1730
2025
Q4 		$59.1K Sell
419
-474
-53% -$67.1K ﹤0.01% 1655
2025
Q3 		$126K Sell
893
-1,020
-53% -$141K ﹤0.01% 1371
2025
Q2 		$255K Buy
1,913
+393
+26% +$49.2K ﹤0.01% 1164
2025
Q1 		$189K Buy
1,520
+71
+5% +$9.49K ﹤0.01% 1156
2024
Q4 		$196K Buy
1,449
+206
+17% +$29.1K ﹤0.01% 1097
2024
Q3 		$173K Buy
1,243
+1,156
+1,329% +$156K ﹤0.01% 1041
2024
Q2 		$11.2K Sell
87
-58
-40% -$7.42K ﹤0.01% 1478
2024
Q1 		$19K Buy
145
+50
+53% +$6.24K ﹤0.01% 1287
2023
Q4 		$11.9K Sell
95
-275
-74% -$30.8K ﹤0.01% 1358
2023
Q3 		$40.6K Buy
370
+245
+196% +$28.3K ﹤0.01% 1139
2023
Q2 		$14.4K Sell
125
-23
-16% -$2.51K ﹤0.01% 1248
2023
Q1 		$16.3K Hold
148
– – ﹤0.01% 1221
2022
Q4 		$16K Hold
148
– – ﹤0.01% 1241
2022
Q3 		$15K Sell
148
-16
-10% -$1.8K ﹤0.01% 1175
2022
Q2 		$17K Hold
164
– – ﹤0.01% 1150
2022
Q1 		$21K Sell
164
-1
-0.6% -$126 ﹤0.01% 1066
2021
Q4 		$23K Buy
165
+1
+0.6% +$136 ﹤0.01% 1039
2021
Q3 		$21K Hold
164
– – ﹤0.01% 929
2021
Q2 		$22K Hold
164
– – ﹤0.01% 886
2021
Q1 		$21K Sell
164
-39
-19% -$4.96K ﹤0.01% 862
2020
Q4 		$23K Sell
203
-197
-49% -$20.1K ﹤0.01% 829
2020
Q3 		$18K Buy
400
+178
+80% +$15.9K ﹤0.01% 851
2020
Q2 		$19K Buy
222
+34
+18% +$2.65K ﹤0.01% 802
2020
Q1 		$13K Hold
188
– – ﹤0.01% 948
2019
Q4 		$18K Hold
188
– – ﹤0.01% 951
2019
Q3 		$17K Sell
188
-50
-21% -$4.51K ﹤0.01% 906
2019
Q2 		$22K Sell
238
-112
-32% -$10.1K ﹤0.01% 868
2019
Q1 		$31K Sell
350
-1,610
-82% -$142K ﹤0.01% 789
2018
Q4 		$158K Buy
1,960
+1,610
+460% +$143K ﹤0.01% 478
2018
Q3 		$35K Hold
350
– – ﹤0.01% 810
2018
Q2 		$33K Sell
350
-16
-4% -$1.47K ﹤0.01% 809
2018
Q1 		$32K Hold
366
– – ﹤0.01% 845
2017
Q4 		$31K Buy
366
+188
+106% +$15.7K ﹤0.01% 912
2017
Q3 		$15K Hold
178
– – ﹤0.01% 978
2017
Q2 		$14K Hold
178
– – ﹤0.01% 976
2017
Q1 		$14K Sell
178
-80
-31% -$6.06K ﹤0.01% 937
2016
Q4 		$19K Buy
258
+80
+45% +$5.64K ﹤0.01% 873
2016
Q3 		$12K Sell
178
-74
-29% -$4.99K ﹤0.01% 953
2016
Q2 		$16K Hold
252
– – ﹤0.01% 891
2016
Q1 		$16K Sell
252
-1,488
-86% -$86.7K ﹤0.01% 794
2015
Q4 		$108K Buy
1,740
+1,686
+3,122% +$107K ﹤0.01% 495
2015
Q3 		$3K Buy
+54
New +$3.46K ﹤0.01% 616
2013
Q4 		– Sell
-512,160
Closed -$27.7M – 401
2013
Q3 		$27.7M Buy
+512,160
New +$26.7M 0.7% 36

Other funds holding IJT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

AssetMark Inc's IJT Position: Q2 2026 in Review

AssetMark Inc increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 25% in Q2 2026, buying an estimated $15.4K and bringing the position to 468 shares worth $83.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

AssetMark Inc first reported a position in IJT in Q3 2013 and has held it in 45 quarters since. The position peaked at $27.7M in Q3 2013. 409 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • AssetMark Inc held 468 shares of iShares S&P Small-Cap 600 Growth ETF worth $83.6K as of Q2 2026.
  • AssetMark Inc bought 95 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $15.4K.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1677 holding.
  • AssetMark Inc first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2013 and has held it in 45 quarters since.
  • AssetMark Inc's iShares S&P Small-Cap 600 Growth ETF position peaked at $27.7M in Q3 2013.
  • 409 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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