AssetMark Inc
IUSG icon

AssetMark Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

AssetMark Inc’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$436K Buy
2,251
+692
+44% +$131K ﹤0.01% 1276
2026
Q2 		$293K Buy
1,559
+147
+10% +$26.6K ﹤0.01% 1337
2026
Q1 		$219K Sell
1,412
-1,762
-56% -$290K ﹤0.01% 1335
2025
Q4 		$533K Buy
3,174
+1,969
+163% +$328K ﹤0.01% 1130
2025
Q3 		$198K Buy
1,205
+201
+20% +$31.6K ﹤0.01% 1267
2025
Q2 		$151K Sell
1,004
-1,834
-65% -$249K ﹤0.01% 1285
2025
Q1 		$361K Sell
2,838
-25,844
-90% -$3.57M ﹤0.01% 1041
2024
Q4 		$4M Buy
28,682
+28,239
+6,374% +$3.88M 0.01% 552
2024
Q3 		$58.4K Sell
443
-9,902
-96% -$1.26M ﹤0.01% 1253
2024
Q2 		$1.32M Sell
10,345
-32,740
-76% -$3.91M ﹤0.01% 708
2024
Q1 		$5.05M Buy
43,085
+42,362
+5,859% +$4.71M 0.02% 410
2023
Q4 		$75.3K Sell
723
-5,906
-89% -$582K ﹤0.01% 1082
2023
Q3 		$629K Sell
6,629
-5,815
-47% -$571K ﹤0.01% 714
2023
Q2 		$1.22M Buy
+12,444
New +$1.14M ﹤0.01% 569
2023
Q1 		– Sell
-35,595
Closed -$2.9M – 1658
2022
Q4 		$2.9M Buy
35,595
+35,317
+12,704% +$2.95M 0.01% 381
2022
Q3 		$22K Hold
278
– – ﹤0.01% 1109
2022
Q2 		$23K Sell
278
-394
-59% -$36.1K ﹤0.01% 1097
2022
Q1 		$71K Sell
672
-1,045
-61% -$109K ﹤0.01% 845
2021
Q4 		$199K Buy
1,717
+1,647
+2,353% +$184K ﹤0.01% 696
2021
Q3 		$7K Sell
70
-212
-75% -$22.4K ﹤0.01% 1091
2021
Q2 		$28K Buy
282
+163
+137% +$15.7K ﹤0.01% 844
2021
Q1 		$11K Sell
119
-480
-80% -$43.3K ﹤0.01% 920
2020
Q4 		$53K Buy
599
+507
+551% +$42.7K ﹤0.01% 700
2020
Q3 		$7K Buy
+92
New +$7.21K ﹤0.01% 953
2020
Q2 		– Sell
-190
Closed -$11K – 1351
2020
Q1 		$11K Buy
+190
New +$12.5K ﹤0.01% 974

Other funds holding IUSG

Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $444M AUM 17.72% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

AssetMark Inc's IUSG Position: Q3 2026 in Review

AssetMark Inc increased its iShares Core S&P US Growth ETF (IUSG) stake by 44% in Q3 2026, buying an estimated $131K and bringing the position to 2,251 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

AssetMark Inc first reported a position in IUSG in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.05M in Q1 2024. 540 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • AssetMark Inc held 2,251 shares of iShares Core S&P US Growth ETF worth $436K as of Q3 2026.
  • AssetMark Inc bought 692 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $131K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1276 holding.
  • AssetMark Inc first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • AssetMark Inc's iShares Core S&P US Growth ETF position peaked at $5.05M in Q1 2024.
  • 540 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

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