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
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

Envestnet Portfolio Solutions
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

AssetMark Inc's IWY Position: Q2 2026 in Review

AssetMark Inc reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.5% in Q2 2026, selling an estimated $5.93K and leaving 806 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

AssetMark Inc first reported a position in IWY in Q2 2015 and has held it in 17 quarters since. The position peaked at $1.71M in Q2 2015. 308 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • AssetMark Inc held 806 shares of iShares Russell Top 200 Growth ETF worth $234K as of Q2 2026.
  • AssetMark Inc sold 21 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $5.93K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1394 holding.
  • AssetMark Inc first reported a position in iShares Russell Top 200 Growth ETF in Q2 2015 and has held it in 17 quarters since.
  • AssetMark Inc's iShares Russell Top 200 Growth ETF position peaked at $1.71M in Q2 2015.
  • 308 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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