AssetMark Inc
IYF icon

AssetMark Inc’s iShares US Financials ETF IYF Stock Holding History

AssetMark Inc’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.2K Buy
684
+103
+18% +$12.8K ﹤0.01% 1665
2026
Q1 		$68.4K Sell
581
-25
-4% -$3.1K ﹤0.01% 1653
2025
Q4 		$78.1K Buy
606
+63
+12% +$7.88K ﹤0.01% 1576
2025
Q3 		$68.8K Buy
543
+25
+5% +$3.09K ﹤0.01% 1530
2025
Q2 		$62.7K Buy
+518
New +$58.4K ﹤0.01% 1488
2025
Q1 		– Sell
-188
Closed -$20.8K – 2684
2024
Q4 		$20.8K Buy
+188
New +$20.9K ﹤0.01% 1642
2022
Q3 		– Sell
-6
Closed – – 1577
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1589
2022
Q1 		$1K Hold
6
– – ﹤0.01% 1488
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1450
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1468
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1435
2021
Q1 		$0 Hold
6
– – ﹤0.01% 1435
2020
Q4 		$0 Sell
6
-18
-75% -$1.11K ﹤0.01% 1445
2020
Q3 		$1K Buy
24
+18
+300% +$1.03K ﹤0.01% 1239
2020
Q2 		$0 Hold
6
– – ﹤0.01% 1357
2020
Q1 		$0 Hold
6
– – ﹤0.01% 1453
2019
Q4 		$0 Sell
6
-934
-99% -$62K ﹤0.01% 1431
2019
Q3 		$61K Buy
940
+60
+7% +$3.81K ﹤0.01% 680
2019
Q2 		$55K Sell
880
-16
-2% -$985 ﹤0.01% 682
2019
Q1 		$53K Sell
896
-216
-19% -$12.6K ﹤0.01% 688
2018
Q4 		$59K Sell
1,112
-18
-2% -$1.03K ﹤0.01% 654
2018
Q3 		$69K Buy
1,130
+12
+1% +$735 ﹤0.01% 676
2018
Q2 		$66K Buy
1,118
+76
+7% +$4.52K ﹤0.01% 661
2018
Q1 		$61K Buy
1,042
+230
+28% +$14K ﹤0.01% 678
2017
Q4 		$48K Buy
812
+2
+0.2% +$116 ﹤0.01% 798
2017
Q3 		$45K Sell
810
-1,270
-61% -$69.2K ﹤0.01% 726
2017
Q2 		$112K Buy
2,080
+210
+11% +$11K ﹤0.01% 526
2017
Q1 		$97K Buy
+1,870
New +$97.6K ﹤0.01% 518
2016
Q4 		– Sell
-2,108,142
Closed -$94.9M – 1319
2016
Q3 		$94.9M Buy
2,108,142
+2,107,838
+693,368% +$94.5M 1.44% 17
2016
Q2 		$13K Sell
304
-588
-66% -$25.4K ﹤0.01% 929
2016
Q1 		$38K Sell
892
-1,668,792
-100% -$67.7M ﹤0.01% 624
2015
Q4 		$73.8M Sell
1,669,684
-919,190
-36% -$41M 1.37% 21
2015
Q3 		$109M Buy
2,588,874
+442,788
+21% +$19.7M 2.27% 8
2015
Q2 		$96.3M Buy
2,146,086
+2,143,802
+93,862% +$97M 2% 15
2015
Q1 		$102K Sell
2,284
-2,054,534
-100% -$91.2M ﹤0.01% 402
2014
Q4 		$92.8M Sell
2,056,818
-13,150
-0.6% -$572K 2.02% 11
2014
Q3 		$86.6M Buy
2,069,968
+263,190
+15% +$11M 2% 11
2014
Q2 		$75.1M Sell
1,806,778
-1,033,074
-36% -$42M 1.6% 16
2014
Q1 		$116M Buy
2,839,852
+1,341,956
+90% +$53.6M 2.83% 7
2013
Q4 		$60M Buy
1,497,896
+373,000
+33% +$14.4M 1.42% 19
2013
Q3 		$41.2M Buy
+1,124,896
New +$41.7M 1.04% 27

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc's IYF Position: Q2 2026 in Review

AssetMark Inc increased its iShares US Financials ETF (IYF) stake by 18% in Q2 2026, buying an estimated $12.8K and bringing the position to 684 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

AssetMark Inc first reported a position in IYF in Q3 2013 and has held it in 41 quarters since. The position peaked at $116M in Q1 2014. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • AssetMark Inc held 684 shares of iShares US Financials ETF worth $87.2K as of Q2 2026.
  • AssetMark Inc bought 103 iShares US Financials ETF shares in Q2 2026, an estimated $12.8K.
  • iShares US Financials ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1665 holding.
  • AssetMark Inc first reported a position in iShares US Financials ETF in Q3 2013 and has held it in 41 quarters since.
  • AssetMark Inc's iShares US Financials ETF position peaked at $116M in Q1 2014.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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