AssetMark Inc
ISVL icon

AssetMark Inc’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

AssetMark Inc’s Portfolio ISVL Stock Details ISVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.8K Buy
+275
New +$14.6K ﹤0.01% 2378

Other funds holding ISVL

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Valued Wealth Advisors Holladay, Utah $290M AUM 16.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Glass Jacobson Investment Advisors
Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return
D.B. Root & Company
D.B. Root & Company Pittsburgh, Pennsylvania $463M AUM 12.6% 1-Year Est. Return
Aurelius Family Office
Aurelius Family Office Bedford, New Hampshire $252M AUM 7.58% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
E6 Portfolios
E6 Portfolios Midvale, Utah $132M AUM 12.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's ISVL Position: Q3 2026 in Review

AssetMark Inc opened a new position in iShares International Developed Small Cap Value Factor ETF (ISVL) in Q3 2026: 275 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #2378 among its holdings.

14 funds tracked by Wall St. Rank hold ISVL as of Q3 2026.

  • AssetMark Inc held 275 shares of iShares International Developed Small Cap Value Factor ETF worth $14.8K as of Q3 2026.
  • iShares International Developed Small Cap Value Factor ETF was a new AssetMark Inc position in Q3 2026.
  • iShares International Developed Small Cap Value Factor ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2378 holding.
  • 14 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q3 2026.

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