AssetMark Inc
IWP icon

AssetMark Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

AssetMark Inc’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Buy
11,808
+3,593
+44% +$486K ﹤0.01% 947
2025
Q4 		$1.12M Sell
8,215
-52,630
-86% -$7.36M ﹤0.01% 992
2025
Q3 		$8.66M Sell
60,845
-9,984
-14% -$1.41M 0.02% 493
2025
Q2 		$9.82M Buy
70,829
+11,537
+19% +$1.46M 0.02% 409
2025
Q1 		$6.97M Sell
59,292
-29,348
-33% -$3.77M 0.02% 432
2024
Q4 		$11.2M Buy
88,640
+87,079
+5,578% +$11.1M 0.03% 342
2024
Q3 		$183K Sell
1,561
-44
-3% -$4.92K ﹤0.01% 1031
2024
Q2 		$177K Sell
1,605
-93,191
-98% -$10.2M ﹤0.01% 1021
2024
Q1 		$10.8M Buy
94,796
+21,021
+28% +$2.27M 0.04% 288
2023
Q4 		$7.71M Buy
73,775
+792
+1% +$75.1K 0.03% 306
2023
Q3 		$6.67M Sell
72,983
-14,951
-17% -$1.43M 0.03% 307
2023
Q2 		$8.5M Buy
87,934
+87,015
+9,468% +$7.93M 0.03% 264
2023
Q1 		$83.7K Sell
919
-128
-12% -$11.4K ﹤0.01% 944
2022
Q4 		$87.5K Buy
1,047
+66
+7% +$5.55K ﹤0.01% 938
2022
Q3 		$77K Buy
+981
New +$84.4K ﹤0.01% 881
2022
Q1 		– Sell
-162
Closed -$19K – 1653
2021
Q4 		$19K Sell
162
-142,058
-100% -$16.6M ﹤0.01% 1062
2021
Q3 		$15.9M Buy
142,220
+142,097
+115,526% +$16.3M 0.07% 192
2021
Q2 		$14K Sell
123
-70,214
-100% -$7.5M ﹤0.01% 945
2021
Q1 		$7.18M Sell
70,337
-68,972
-50% -$7.21M 0.04% 238
2020
Q4 		$14.3M Buy
139,309
+61,799
+80% +$5.88M 0.08% 186
2020
Q3 		$6.7M Sell
77,510
-9,282
-11% -$783K 0.04% 221
2020
Q2 		$6.86M Buy
86,792
+86,098
+12,406% +$6.24M 0.05% 216
2020
Q1 		$42K Sell
694
-227,568
-100% -$16.6M ﹤0.01% 723
2019
Q4 		$17.4M Buy
228,262
+59,974
+36% +$4.4M 0.13% 152
2019
Q3 		$11.9M Buy
168,288
+55,966
+50% +$4.02M 0.1% 181
2019
Q2 		$8.01M Sell
112,322
-235,648
-68% -$16.4M 0.07% 196
2019
Q1 		$23.6M Buy
347,970
+89,200
+34% +$5.73M 0.21% 117
2018
Q4 		$14.7M Sell
258,770
-58,574
-18% -$3.56M 0.14% 125
2018
Q3 		$21.5M Sell
317,344
-12,846
-4% -$854K 0.2% 108
2018
Q2 		$20.9M Buy
330,190
+33,016
+11% +$2.08M 0.21% 105
2018
Q1 		$18.3M Buy
297,174
+36,656
+14% +$2.29M 0.19% 107
2017
Q4 		$15.7M Buy
260,518
+75,720
+41% +$4.45M 0.16% 134
2017
Q3 		$10.5M Sell
184,798
-23,498
-11% -$1.29M 0.12% 152
2017
Q2 		$11.3M Buy
208,296
+208,280
+1,301,750% +$11.1M 0.14% 133
2017
Q1 		$1K Sell
16
-104,462
-100% -$5.33M ﹤0.01% 1204
2016
Q4 		$5.09M Buy
+104,478
New +$5.04M 0.07% 171
2016
Q2 		– Sell
-86,768
Closed -$4M – 1221
2016
Q1 		$4M Buy
86,768
+86,444
+26,680% +$3.73M 0.07% 164
2015
Q4 		$15K Sell
324
-186
-36% -$8.65K ﹤0.01% 831
2015
Q3 		$23K Buy
+510
New +$24.2K ﹤0.01% 425
2015
Q1 		– Sell
-444
Closed -$21K – 485
2014
Q4 		$21K Buy
+444
New +$20.1K ﹤0.01% 429

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc's IWP Position: Q1 2026 in Review

AssetMark Inc increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 44% in Q1 2026, buying an estimated $486K and bringing the position to 11,808 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #947.

AssetMark Inc first reported a position in IWP in Q4 2014 and has held it in 40 quarters since. The position peaked at $23.6M in Q1 2019. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • AssetMark Inc held 11,808 shares of iShares Russell Mid-Cap Growth ETF worth $1.51M as of Q1 2026.
  • AssetMark Inc bought 3,593 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $486K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #947 holding.
  • AssetMark Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 40 quarters since.
  • AssetMark Inc's iShares Russell Mid-Cap Growth ETF position peaked at $23.6M in Q1 2019.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.