AssetMark Inc’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Buy |
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|
2025
Q2 | $810K | Buy |
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|
2025
Q1 | $501K | Buy |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $377K | Buy |
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|
2024
Q2 | $193K | Buy |
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|
2024
Q1 | $125K | Sell |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $48.6K | Buy |
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|
2023
Q2 | $49.5K | Sell |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $892K | Buy |
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|
2021
Q3 | $731K | Buy |
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|
2021
Q2 | $570K | Sell |
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|
2021
Q1 | $12.3M | Buy |
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|
2020
Q4 | $10.7M | Sell |
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|
2020
Q3 | $8.43M | Buy |
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|
2020
Q2 | $7.52M | Buy |
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|
2020
Q1 | $3.99M | Buy |
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|
2019
Q4 | $146K | Buy |
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|
2019
Q3 | $130K | Buy |
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|
2019
Q2 | $118K | Sell |
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|
2019
Q1 | $149K | Sell |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $88K | Sell |
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|
2018
Q2 | $87K | Sell |
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|
2018
Q1 | $81K | Hold |
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|
2017
Q4 | $82K | Sell |
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|
2017
Q3 | $83K | Sell |
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|
2017
Q2 | $99K | Sell |
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|
2017
Q1 | $53.7M | Buy |
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|
2016
Q4 | $152K | Sell |
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|
2016
Q3 | $226K | Buy |
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|
2016
Q2 | $168K | Buy |
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|
2016
Q1 | $145K | Sell |
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|
2015
Q4 | $284K | Buy |
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|
2015
Q3 | $59K | Buy |
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|
2015
Q2 | $60K | Sell |
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|
2015
Q1 | $81K | Sell |
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|
2014
Q4 | $8.5M | Buy |
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|
2014
Q3 | $64K | Sell |
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|
2014
Q2 | $70K | Sell |
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|
2014
Q1 | $70K | Sell |
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|
2013
Q4 | $70K | Sell |
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|
2013
Q3 | $68K | Buy |
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