AssetMark Inc
IWC icon

AssetMark Inc’s iShares Micro-Cap ETF IWC Stock Holding History

AssetMark Inc’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Buy
65
+18
+38% +$2.99K ﹤0.01% 2301
2025
Q4 		$7.41K Sell
47
-2
-4% -$311 ﹤0.01% 2331
2025
Q3 		$7.3K Buy
49
+2
+4% +$277 ﹤0.01% 2221
2025
Q2 		$6K Sell
47
-6
-11% -$694 ﹤0.01% 2085
2025
Q1 		$5.88K Buy
53
+26
+96% +$3.24K ﹤0.01% 1958
2024
Q4 		$3.52K Buy
27
+3
+13% +$391 ﹤0.01% 2004
2024
Q3 		$2.96K Buy
24
+22
+1,100% +$2.66K ﹤0.01% 1808
2024
Q2 		$228 Sell
2
-1
-33% -$115 ﹤0.01% 1997
2024
Q1 		$364 Buy
+3
New +$345 ﹤0.01% 1750
2019
Q1 		– Sell
-168
Closed -$14K – 1434
2018
Q4 		$14K Hold
168
– – ﹤0.01% 949
2018
Q3 		$18K Hold
168
– – ﹤0.01% 947
2018
Q2 		$18K Hold
168
– – ﹤0.01% 949
2018
Q1 		$16K Hold
168
– – ﹤0.01% 971
2017
Q4 		$16K Hold
168
– – ﹤0.01% 1039
2017
Q3 		$16K Hold
168
– – ﹤0.01% 965
2017
Q2 		$15K Hold
168
– – ﹤0.01% 964
2017
Q1 		$14K Hold
168
– – ﹤0.01% 938
2016
Q4 		$14K Hold
168
– – ﹤0.01% 933
2016
Q3 		$13K Buy
168
+1
+0.6% +$75 ﹤0.01% 946
2016
Q2 		$12K Hold
167
– – ﹤0.01% 942
2016
Q1 		$11K Buy
+167
New +$10.8K ﹤0.01% 857

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