AssetMark Inc
IWY icon

AssetMark Inc’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

AssetMark Inc’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$239K Buy
809
+3
+0.4% +$859 ﹤0.01% 1427
2026
Q2 		$234K Sell
806
-21
-3% -$5.93K ﹤0.01% 1394
2026
Q1 		$206K Sell
827
-274
-25% -$72.6K ﹤0.01% 1349
2025
Q4 		$305K Buy
1,101
+726
+194% +$201K ﹤0.01% 1220
2025
Q3 		$103K Sell
375
-42
-10% -$10.9K ﹤0.01% 1435
2025
Q2 		$103K Buy
417
+398
+2,095% +$88.6K ﹤0.01% 1357
2025
Q1 		$4.01K Sell
19
-599
-97% -$138K ﹤0.01% 2043
2024
Q4 		$145K Buy
618
+599
+3,153% +$138K ﹤0.01% 1175
2024
Q3 		$4.18K Sell
19
-162
-90% -$34.5K ﹤0.01% 1755
2024
Q2 		$38.8K Buy
181
+83
+85% +$16.5K ﹤0.01% 1276
2024
Q1 		$19.1K Sell
98
-651
-87% -$122K ﹤0.01% 1285
2023
Q4 		$131K Buy
749
+676
+926% +$111K ﹤0.01% 990
2023
Q3 		$11.2K Buy
+73
New +$11.6K ﹤0.01% 1317
2023
Q2 		– Sell
-123
Closed -$17.1K – 1623
2023
Q1 		$17.1K Buy
+123
New +$16K ﹤0.01% 1209
2016
Q2 		– Sell
-8
Closed – – 1223
2016
Q1 		$0 Hold
8
– – ﹤0.01% 1291
2015
Q4 		$0 Hold
8
– – ﹤0.01% 1428
2015
Q3 		$0 Sell
8
-32,789
-100% -$1.71M ﹤0.01% 789
2015
Q2 		$1.71M Buy
+32,797
New +$1.73M 0.04% 223

Other funds holding IWY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

AssetMark Inc's IWY Position: Q3 2026 in Review

AssetMark Inc increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.37% in Q3 2026, buying an estimated $859 and bringing the position to 809 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

AssetMark Inc first reported a position in IWY in Q2 2015 and has held it in 18 quarters since. The position peaked at $1.71M in Q2 2015. 395 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • AssetMark Inc held 809 shares of iShares Russell Top 200 Growth ETF worth $239K as of Q3 2026.
  • AssetMark Inc bought 3 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $859.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1427 holding.
  • AssetMark Inc first reported a position in iShares Russell Top 200 Growth ETF in Q2 2015 and has held it in 18 quarters since.
  • AssetMark Inc's iShares Russell Top 200 Growth ETF position peaked at $1.71M in Q2 2015.
  • 395 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.