AssetMark Inc
IWL icon

AssetMark Inc’s iShares Russell Top 200 ETF IWL Stock Holding History

AssetMark Inc’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$820K Buy
4,432
+3,788
+588% +$681K ﹤0.01% 1127
2026
Q1 		$103K Sell
644
-10
-2% -$1.69K ﹤0.01% 1531
2025
Q4 		$112K Hold
654
– – ﹤0.01% 1463
2025
Q3 		$109K Sell
654
-6
-0.9% -$955 ﹤0.01% 1414
2025
Q2 		$101K Buy
660
+492
+293% +$69.4K ﹤0.01% 1361
2025
Q1 		$23.1K Hold
168
– – ﹤0.01% 1670
2024
Q4 		$24.3K Hold
168
– – ﹤0.01% 1603
2024
Q3 		$23.6K Buy
168
+158
+1,580% +$21.4K ﹤0.01% 1460
2024
Q2 		$1.34K Hold
10
– – ﹤0.01% 1813
2024
Q1 		$1.27K Buy
+10
New +$1.21K ﹤0.01% 1646

Other funds holding IWL

GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AssetMark Inc's IWL Position: Q2 2026 in Review

AssetMark Inc increased its iShares Russell Top 200 ETF (IWL) stake by 588% in Q2 2026, buying an estimated $681K and bringing the position to 4,432 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

AssetMark Inc first reported a position in IWL in Q1 2024 and has held it in 10 quarters since. 103 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • AssetMark Inc held 4,432 shares of iShares Russell Top 200 ETF worth $820K as of Q2 2026.
  • AssetMark Inc bought 3,788 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $681K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1127 holding.
  • AssetMark Inc first reported a position in iShares Russell Top 200 ETF in Q1 2024 and has held it in 10 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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