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 Q3	$811K	Sell	4,265 -167	-4%	-$31.4K	﹤0.01%	1136
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 19.72% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc's IWL Position: Q3 2026 in Review

AssetMark Inc reduced its iShares Russell Top 200 ETF (IWL) stake by 3.8% in Q3 2026, selling an estimated $31.4K and leaving 4,265 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

AssetMark Inc first reported a position in IWL in Q1 2024 and has held it in 11 quarters since. The position peaked at $820K in Q2 2026. 124 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

AssetMark Inc held 4,265 shares of iShares Russell Top 200 ETF worth $811K as of Q3 2026.
AssetMark Inc sold 167 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $31.4K.
iShares Russell Top 200 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1136 holding.
AssetMark Inc first reported a position in iShares Russell Top 200 ETF in Q1 2024 and has held it in 11 quarters since.
AssetMark Inc's iShares Russell Top 200 ETF position peaked at $820K in Q2 2026.
124 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

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