AssetMark Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.45M | Sell |
60,472
-4,216
| -7% | -$479K | 0.01% | 603 |
|
|
2025
Q4 | $7.65M | Buy |
64,688
+13,360
| +26% | +$1.58M | 0.02% | 554 |
|
|
2025
Q3 | $6.01M | Buy |
51,328
+15,112
| +42% | +$1.68M | 0.01% | 583 |
|
|
2025
Q2 | $3.84M | Buy |
36,216
+15,124
| +72% | +$1.45M | 0.01% | 644 |
|
|
2025
Q1 | $1.9M | Sell |
21,092
-2,296
| -10% | -$227K | 0.01% | 735 |
|
|
2024
Q4 | $2.35M | Buy |
23,388
+12,960
| +124% | +$1.27M | 0.01% | 675 |
|
|
2024
Q3 | $979K | Buy |
10,428
+4,836
| +86% | +$438K | ﹤0.01% | 782 |
|
|
2024
Q2 | $510K | Buy |
5,592
+3,928
| +236% | +$335K | ﹤0.01% | 872 |
|
|
2024
Q1 | $140K | Sell |
1,664
-3,896
| -70% | -$314K | ﹤0.01% | 1007 |
|
|
2023
Q4 | $421K | Buy |
5,560
+3,968
| +249% | +$281K | ﹤0.01% | 813 |
|
|
2023
Q3 | $106K | Sell |
1,592
-29,220
| -95% | -$2.02M | ﹤0.01% | 968 |
|
|
2023
Q2 | $2.12M | Buy |
30,812
+30,596
| +14,165% | +$1.95M | 0.01% | 461 |
|
|
2023
Q1 | $13.1K | Sell |
216
-189,008
| -100% | -$10.9M | ﹤0.01% | 1245 |
|
|
2022
Q4 | $10.1M | Buy |
189,224
+184,660
| +4,046% | +$10.2M | 0.04% | 231 |
|
|
2022
Q3 | $240K | Sell |
4,564
-38,420
| -89% | -$2.26M | ﹤0.01% | 747 |
|
|
2022
Q2 | $2.35M | Buy |
42,984
+42,496
| +8,708% | +$2.55M | 0.01% | 327 |
|
|
2022
Q1 | $34K | Sell |
488
-1,900
| -80% | -$130K | ﹤0.01% | 987 |
|
|
2021
Q4 | $182K | Buy |
2,388
+1,984
| +491% | +$147K | ﹤0.01% | 717 |
|
|
2021
Q3 | $28K | Hold |
404
| – | – | ﹤0.01% | 888 |
|
|
2021
Q2 | $27K | Sell |
404
-60
| -13% | -$3.87K | ﹤0.01% | 855 |
|
|
2021
Q1 | $28K | Sell |
464
-1,033,552
| -100% | -$62.9M | ﹤0.01% | 820 |
|
|
2020
Q4 | $62.3M | Buy |
1,034,016
+1,031,696
| +44,470% | +$58.7M | 0.35% | 80 |
|
|
2020
Q3 | $126K | Sell |
2,320
-2,352,160
| -100% | -$124M | ﹤0.01% | 569 |
|
|
2020
Q2 | $113M | Buy |
2,354,480
+2,354,448
| +7,357,650% | +$104M | 0.81% | 32 |
|
|
2020
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q4 | $1K | Sell |
32
-604
| -95% | -$25.2K | ﹤0.01% | 1315 |
|
|
2019
Q3 | $25K | Buy |
636
+604
| +1,888% | +$24.2K | ﹤0.01% | 846 |
|
|
2019
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1241 |
|
|
2019
Q1 | $1K | Sell |
32
-3,184
| -99% | -$114K | ﹤0.01% | 1252 |
|
|
2018
Q4 | $105K | Buy |
3,216
+80
| +3% | +$2.82K | ﹤0.01% | 550 |
|
|
2018
Q3 | $122K | Buy |
3,136
+2,372
| +310% | +$89.8K | ﹤0.01% | 544 |
|
|
2018
Q2 | $27K | Sell |
764
-84
| -10% | -$2.96K | ﹤0.01% | 855 |
|
|
2018
Q1 | $29K | Sell |
848
-1,036
| -55% | -$36.3K | ﹤0.01% | 872 |
|
|
2017
Q4 | $63K | Sell |
1,884
-3,306,216
| -100% | -$108M | ﹤0.01% | 715 |
|
|
2017
Q3 | $103M | Buy |
3,308,100
+1,422,664
| +75% | +$43.5M | 1.18% | 22 |
|
|
2017
Q2 | $56.1M | Buy |
1,885,436
+1,885,208
| +826,846% | +$55.3M | 0.71% | 38 |
|
|
2017
Q1 | $6K | Sell |
228
-3,447,056
| -100% | -$95.6M | ﹤0.01% | 1017 |
|
|
2016
Q4 | $90.4M | Buy |
3,447,284
+1,238,792
| +56% | +$32.2M | 1.33% | 18 |
|
|
2016
Q3 | $57.5M | Sell |
2,208,492
-288,456
| -12% | -$7.5M | 0.87% | 34 |
|
|
2016
Q2 | $62.6M | Buy |
2,496,948
+2,493,264
| +67,678% | +$62.3M | 1.05% | 27 |
|
|
2016
Q1 | $92K | Sell |
3,684
-4,774,924
| -100% | -$113M | ﹤0.01% | 459 |
|
|
2015
Q4 | $119M | Buy |
4,778,608
+4,778,240
| +1,298,435% | +$119M | 2.2% | 8 |
|
|
2015
Q3 | $9K | Buy |
+368
| New | +$9.05K | ﹤0.01% | 493 |
|
|
2015
Q2 | – | Sell |
-1,468
| Closed | -$36K | – | 634 |
|
|
2015
Q1 | $36K | Sell |
1,468
-1,113,568
| -100% | -$27.2M | ﹤0.01% | 411 |
|
|
2014
Q4 | $26.7M | Buy |
1,115,036
+535,784
| +92% | +$12.5M | 0.58% | 41 |
|
|
2014
Q3 | $13.3M | Buy |
579,252
+362,528
| +167% | +$8.31M | 0.31% | 67 |
|
|
2014
Q2 | $4.93M | Buy |
+216,724
| New | +$4.76M | 0.1% | 106 |
|
|
2013
Q4 | – | Sell |
-1,463,672
| Closed | -$28.6M | – | 403 |
|
|
2013
Q3 | $28.6M | Buy |
+1,463,672
| New | +$28M | 0.72% | 34 |
|
Other funds holding IWF
AssetMark Inc's IWF Position: Q1 2026 in Review
AssetMark Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.5% in Q1 2026, selling an estimated $479K and leaving 60,472 shares worth $6.45M. The position accounts for 0.01% of the portfolio, ranked #603.
AssetMark Inc first reported a position in IWF in Q3 2013 and has held it in 48 quarters since. The position peaked at $119M in Q4 2015. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- AssetMark Inc held 60,472 shares of iShares Russell 1000 Growth ETF worth $6.45M as of Q1 2026.
- AssetMark Inc sold 4,216 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $479K.
- iShares Russell 1000 Growth ETF made up 0.01% of AssetMark Inc's portfolio in Q1 2026, its #603 holding.
- AssetMark Inc first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 48 quarters since.
- AssetMark Inc's iShares Russell 1000 Growth ETF position peaked at $119M in Q4 2015.
- 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.