AssetMark Inc
IYZ icon

AssetMark Inc’s iShares US Telecommunications ETF IYZ Stock Holding History

AssetMark Inc’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.87K Hold
115
– – ﹤0.01% 2699
2026
Q1 		$4.52K Sell
115
-297
-72% -$11.1K ﹤0.01% 2597
2025
Q4 		$14K Sell
412
-474
-53% -$15.5K ﹤0.01% 2110
2025
Q3 		$28.6K Buy
886
+782
+752% +$24.1K ﹤0.01% 1822
2025
Q2 		$3.1K Buy
104
+42
+68% +$1.16K ﹤0.01% 2290
2025
Q1 		$1.7K Hold
62
– – ﹤0.01% 2205
2024
Q4 		$1.66K Sell
62
-61
-50% -$1.63K ﹤0.01% 2154
2024
Q3 		$3.11K Sell
123
-277
-69% -$6.38K ﹤0.01% 1799
2024
Q2 		$8.69K Hold
400
– – ﹤0.01% 1524
2024
Q1 		$8.79K Hold
400
– – ﹤0.01% 1399
2023
Q4 		$9.1K Hold
400
– – ﹤0.01% 1393
2023
Q3 		$8.52K Hold
400
– – ﹤0.01% 1345
2023
Q2 		$8.84K Hold
400
– – ﹤0.01% 1300
2023
Q1 		$9.26K Sell
400
-1
-0.2% -$23 ﹤0.01% 1275
2022
Q4 		$8.99K Hold
401
– – ﹤0.01% 1308
2022
Q3 		$8K Hold
401
– – ﹤0.01% 1249
2022
Q2 		$10K Hold
401
– – ﹤0.01% 1221
2022
Q1 		$12K Buy
401
+1
+0.3% +$31 ﹤0.01% 1163
2021
Q4 		$13K Buy
+400
New +$12.9K ﹤0.01% 1119
2016
Q3 		– Sell
-1,971,559
Closed -$65.7M – 1241
2016
Q2 		$65.7M Buy
+1,971,559
New +$61.7M 1.1% 22
2015
Q4 		– Sell
-533
Closed -$14K – 1430
2015
Q3 		$14K Sell
533
-121
-19% -$3.46K ﹤0.01% 458
2015
Q2 		$19K Hold
654
– – ﹤0.01% 466
2015
Q1 		$20K Hold
654
– – ﹤0.01% 421
2014
Q4 		$19K Sell
654
-152
-19% -$4.5K ﹤0.01% 432
2014
Q3 		$24K Buy
806
+152
+23% +$4.62K ﹤0.01% 417
2014
Q2 		$20K Hold
654
– – ﹤0.01% 417
2014
Q1 		$20K Sell
654
-51,947
-99% -$1.52M ﹤0.01% 380
2013
Q4 		$1.56M Sell
52,601
-30,512
-37% -$874K 0.04% 202
2013
Q3 		$2.29M Buy
+83,113
New +$2.28M 0.06% 152

Other funds holding IYZ

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

AssetMark Inc's IYZ Position: Q2 2026 in Review

AssetMark Inc held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 115 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

AssetMark Inc first reported a position in IYZ in Q3 2013 and has held it in 29 quarters since. The position peaked at $65.7M in Q2 2016. 95 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • AssetMark Inc held 115 shares of iShares US Telecommunications ETF worth $4.87K as of Q2 2026.
  • AssetMark Inc left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
  • iShares US Telecommunications ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2699 holding.
  • AssetMark Inc first reported a position in iShares US Telecommunications ETF in Q3 2013 and has held it in 29 quarters since.
  • AssetMark Inc's iShares US Telecommunications ETF position peaked at $65.7M in Q2 2016.
  • 95 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

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