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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.52M | Buy |
6,129
+1,673
| +38% | +$432K | ﹤0.01% | 946 |
|
|
2025
Q4 | $1.1M | Buy |
4,456
+271
| +6% | +$66.6K | ﹤0.01% | 999 |
|
|
2025
Q3 | $1.01M | Buy |
4,185
+429
| +11% | +$98.4K | ﹤0.01% | 968 |
|
|
2025
Q2 | $810K | Buy |
3,756
+1,247
| +50% | +$251K | ﹤0.01% | 970 |
|
|
2025
Q1 | $501K | Buy |
2,509
+569
| +29% | +$123K | ﹤0.01% | 987 |
|
|
2024
Q4 | $429K | Buy |
1,940
+234
| +14% | +$53.4K | ﹤0.01% | 977 |
|
|
2024
Q3 | $377K | Buy |
1,706
+753
| +79% | +$161K | ﹤0.01% | 925 |
|
|
2024
Q2 | $193K | Buy |
953
+359
| +60% | +$72.6K | ﹤0.01% | 1007 |
|
|
2024
Q1 | $125K | Sell |
594
-1,103
| -65% | -$220K | ﹤0.01% | 1032 |
|
|
2023
Q4 | $341K | Buy |
1,697
+1,422
| +517% | +$255K | ﹤0.01% | 840 |
|
|
2023
Q3 | $48.6K | Buy |
275
+11
| +4% | +$2.06K | ﹤0.01% | 1099 |
|
|
2023
Q2 | $49.5K | Sell |
264
-2,800
| -91% | -$499K | ﹤0.01% | 1080 |
|
|
2023
Q1 | $547K | Sell |
3,064
-403
| -12% | -$74.2K | ﹤0.01% | 698 |
|
|
2022
Q4 | $605K | Sell |
3,467
-613
| -15% | -$109K | ﹤0.01% | 678 |
|
|
2022
Q3 | $680K | Buy |
4,080
+600
| +17% | +$109K | ﹤0.01% | 606 |
|
|
2022
Q2 | $589K | Sell |
3,480
-2,122
| -38% | -$391K | ﹤0.01% | 609 |
|
|
2022
Q1 | $1.15M | Buy |
5,602
+1,590
| +40% | +$324K | ﹤0.01% | 440 |
|
|
2021
Q4 | $892K | Buy |
4,012
+669
| +20% | +$151K | ﹤0.01% | 424 |
|
|
2021
Q3 | $731K | Buy |
3,343
+856
| +34% | +$190K | ﹤0.01% | 419 |
|
|
2021
Q2 | $570K | Sell |
2,487
-53,373
| -96% | -$12M | ﹤0.01% | 446 |
|
|
2021
Q1 | $12.3M | Buy |
55,860
+1,351
| +2% | +$295K | 0.06% | 203 |
|
|
2020
Q4 | $10.7M | Sell |
54,509
-1,761
| -3% | -$308K | 0.06% | 209 |
|
|
2020
Q3 | $8.43M | Buy |
56,270
+3,770
| +7% | +$567K | 0.05% | 207 |
|
|
2020
Q2 | $7.52M | Buy |
52,500
+17,669
| +51% | +$2.32M | 0.05% | 208 |
|
|
2020
Q1 | $3.99M | Buy |
34,831
+33,951
| +3,858% | +$5.06M | 0.03% | 237 |
|
|
2019
Q4 | $146K | Buy |
880
+19
| +2% | +$3K | ﹤0.01% | 578 |
|
|
2019
Q3 | $130K | Buy |
861
+101
| +13% | +$15.4K | ﹤0.01% | 566 |
|
|
2019
Q2 | $118K | Sell |
760
-215
| -22% | -$33.1K | ﹤0.01% | 568 |
|
|
2019
Q1 | $149K | Sell |
975
-909
| -48% | -$137K | ﹤0.01% | 495 |
|
|
2018
Q4 | $252K | Buy |
1,884
+1,359
| +259% | +$203K | ﹤0.01% | 409 |
|
|
2018
Q3 | $88K | Sell |
525
-4
| -0.8% | -$675 | ﹤0.01% | 607 |
|
|
2018
Q2 | $87K | Sell |
529
-6
| -1% | -$960 | ﹤0.01% | 596 |
|
|
2018
Q1 | $81K | Hold |
535
| – | – | ﹤0.01% | 619 |
|
|
2017
Q4 | $82K | Sell |
535
-23
| -4% | -$3.46K | ﹤0.01% | 655 |
|
|
2017
Q3 | $83K | Sell |
558
-148
| -21% | -$20.8K | ﹤0.01% | 600 |
|
|
2017
Q2 | $99K | Sell |
706
-390,096
| -100% | -$54M | ﹤0.01% | 551 |
|
|
2017
Q1 | $53.7M | Buy |
390,802
+389,673
| +34,515% | +$53.2M | 0.71% | 36 |
|
|
2016
Q4 | $152K | Sell |
1,129
-688
| -38% | -$87.9K | ﹤0.01% | 436 |
|
|
2016
Q3 | $226K | Buy |
1,817
+352
| +24% | +$42.8K | ﹤0.01% | 379 |
|
|
2016
Q2 | $168K | Buy |
1,465
+151
| +11% | +$17K | ﹤0.01% | 415 |
|
|
2016
Q1 | $145K | Sell |
1,314
-1,204
| -48% | -$125K | ﹤0.01% | 403 |
|
|
2015
Q4 | $284K | Buy |
2,518
+1,976
| +365% | +$228K | 0.01% | 392 |
|
|
2015
Q3 | $59K | Buy |
542
+61
| +13% | +$7.23K | ﹤0.01% | 385 |
|
|
2015
Q2 | $60K | Sell |
481
-168
| -26% | -$21K | ﹤0.01% | 432 |
|
|
2015
Q1 | $81K | Sell |
649
-70,372
| -99% | -$8.48M | ﹤0.01% | 404 |
|
|
2014
Q4 | $8.5M | Buy |
71,021
+70,435
| +12,020% | +$8.06M | 0.18% | 93 |
|
|
2014
Q3 | $64K | Sell |
586
-4
| -0.7% | -$458 | ﹤0.01% | 409 |
|
|
2014
Q2 | $70K | Sell |
590
-12
| -2% | -$1.36K | ﹤0.01% | 406 |
|
|
2014
Q1 | $70K | Sell |
602
-8
| -1% | -$923 | ﹤0.01% | 366 |
|
|
2013
Q4 | $70K | Sell |
610
-26
| -4% | -$2.87K | ﹤0.01% | 370 |
|
|
2013
Q3 | $68K | Buy |
+636
| New | +$65.8K | ﹤0.01% | 351 |
|
Other funds holding IWM
AssetMark Inc's IWM Position: Q1 2026 in Review
AssetMark Inc increased its iShares Russell 2000 ETF (IWM) stake by 38% in Q1 2026, buying an estimated $432K and bringing the position to 6,129 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #946.
AssetMark Inc first reported a position in IWM in Q3 2013 and has held it in 51 quarters since. The position peaked at $53.7M in Q1 2017. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- AssetMark Inc held 6,129 shares of iShares Russell 2000 ETF worth $1.52M as of Q1 2026.
- AssetMark Inc bought 1,673 iShares Russell 2000 ETF shares in Q1 2026, an estimated $432K.
- iShares Russell 2000 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #946 holding.
- AssetMark Inc first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 51 quarters since.
- AssetMark Inc's iShares Russell 2000 ETF position peaked at $53.7M in Q1 2017.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.