AssetMark Inc
IWX icon

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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return