AssetMark Inc’s iShares US Industrials ETF IYJ Stock Holding History

AssetMark Inc’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.83K	Hold	17	–	–	﹤0.01%	2869
2026 Q1	$2.51K	Hold	17	–	–	﹤0.01%	2793
2025 Q4	$2.52K	Hold	17	–	–	﹤0.01%	2705
2025 Q3	$2.48K	Hold	17	–	–	﹤0.01%	2574
2025 Q2	$2.42K	Buy	+17	New	+$2.27K	﹤0.01%	2374
2024 Q2	–	Sell	-22	Closed	-$2.77K	–	2178
2024 Q1	$2.77K	Hold	22	–	–	﹤0.01%	1545
2023 Q4	$2.52K	Sell	22 -89	-80%	-$9.31K	﹤0.01%	1516
2023 Q3	$11.2K	Sell	111 -66	-37%	-$7.01K	﹤0.01%	1318
2023 Q2	$18.8K	Sell	177 -681,708	-100%	-$68.1M	﹤0.01%	1216
2023 Q1	$68.3M	Sell	681,885 -525,039	-44%	-$52.5M	0.28%	75
2022 Q4	$116M	Buy	+1,206,924	New	+$114M	0.5%	44
2022 Q3	–	Sell	-6	Closed	-$1K	–	1578
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	1426
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	1489
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	1451
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	1339
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	1262
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	1265
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	1316
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	1240
2020 Q2	$0	Hold	6	–	–	﹤0.01%	1358
2020 Q1	$0	Hold	6	–	–	﹤0.01%	1455
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	1316
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1365
2019 Q2	$0	Hold	6	–	–	﹤0.01%	1383
2019 Q1	$0	Hold	6	–	–	﹤0.01%	1439
2018 Q4	$0	Hold	6	–	–	﹤0.01%	1493
2018 Q3	$0	Hold	6	–	–	﹤0.01%	1433
2018 Q2	$0	Sell	6 -108	-95%	-$7.9K	﹤0.01%	1431
2018 Q1	$8K	Hold	114	–	–	﹤0.01%	1080
2017 Q4	$8K	Buy	114 +108	+1,800%	+$7.71K	﹤0.01%	1154
2017 Q3	$0	Hold	6	–	–	﹤0.01%	1542
2017 Q2	$0	Sell	6 -850,370	-100%	-$54.9M	﹤0.01%	1438
2017 Q1	$53.5M	Buy	850,376 +850,342	+2,501,006%	+$53.1M	0.7%	37
2016 Q4	$2K	Sell	34 -1,672,824	-100%	-$97.9M	﹤0.01%	1140
2016 Q3	$95.6M	Sell	1,672,858 -191,076	-10%	-$10.9M	1.45%	15
2016 Q2	$102M	Buy	+1,863,934	New	+$101M	1.72%	11
2014 Q4	–	Sell	-1,713,204	Closed	-$86.6M	–	487
2014 Q3	$86.6M	Buy	1,713,204 +191,464	+13%	+$9.83M	2%	13
2014 Q2	$78.8M	Buy	+1,521,740	New	+$77.6M	1.68%	9
2014 Q1	–	Sell	-1,222,324	Closed	-$62M	–	402
2013 Q4	$62M	Buy	1,222,324 +297,200	+32%	+$14.2M	1.47%	14
2013 Q3	$41.9M	Buy	+925,124	New	+$40.8M	1.06%	23

Other funds holding IYJ

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

AssetMark Inc's IYJ Position: Q2 2026 in Review

AssetMark Inc held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 17 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

AssetMark Inc first reported a position in IYJ in Q3 2013 and has held it in 40 quarters since. The position peaked at $116M in Q4 2022. 170 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

AssetMark Inc held 17 shares of iShares US Industrials ETF worth $2.83K as of Q2 2026.
AssetMark Inc left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2869 holding.
AssetMark Inc first reported a position in iShares US Industrials ETF in Q3 2013 and has held it in 40 quarters since.
AssetMark Inc's iShares US Industrials ETF position peaked at $116M in Q4 2022.
170 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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