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

AssetMark Inc’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.7K	Buy	539 +318	+144%	+$32.2K	﹤0.01%	1794
2026 Q1	$20.5K	Buy	221 +134	+154%	+$12.7K	﹤0.01%	2044
2025 Q4	$7.99K	Buy	87 +51	+142%	+$4.58K	﹤0.01%	2304
2025 Q3	$3.16K	Buy	+36	New	+$3.09K	﹤0.01%	2495
2025 Q2	–	Sell	-778	Closed	-$63.9K	–	3071
2025 Q1	$63.9K	Buy	+778	New	+$64K	﹤0.01%	1380
2024 Q4	–	Sell	-51	Closed	-$4.14K	–	2635
2024 Q3	$4.14K	Buy	+51	New	+$3.98K	﹤0.01%	1758
2016 Q2	–	Sell	-24	Closed	-$1K	–	1222
2016 Q1	$1K	Sell	24 -608	-96%	-$24.2K	﹤0.01%	1116
2015 Q4	$26K	Sell	632 -5,996	-90%	-$252K	﹤0.01%	754
2015 Q3	$259K	Sell	6,628 -111,694	-94%	-$4.67M	0.01%	314
2015 Q2	$5.17M	Buy	+118,322	New	+$5.23M	0.11%	106

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

AssetMark Inc's IWX Position: Q2 2026 in Review

AssetMark Inc increased its iShares Russell Top 200 Value ETF (IWX) stake by 144% in Q2 2026, buying an estimated $32.2K and bringing the position to 539 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

AssetMark Inc first reported a position in IWX in Q2 2015 and has held it in 10 quarters since. The position peaked at $5.17M in Q2 2015. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

AssetMark Inc held 539 shares of iShares Russell Top 200 Value ETF worth $56.7K as of Q2 2026.
AssetMark Inc bought 318 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $32.2K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1794 holding.
AssetMark Inc first reported a position in iShares Russell Top 200 Value ETF in Q2 2015 and has held it in 10 quarters since.
AssetMark Inc's iShares Russell Top 200 Value ETF position peaked at $5.17M in Q2 2015.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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