AssetMark Inc’s iShares Russell 2500 ETF SMMD Stock Holding History

AssetMark Inc’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$140K	Hold	1,636	–	–	﹤0.01%	1558
2026 Q2	$150K	Buy	1,636 +900	+122%	+$77.3K	﹤0.01%	1518
2026 Q1	$56.2K	Buy	736 +718	+3,989%	+$56.6K	﹤0.01%	1720
2025 Q4	$1.35K	Sell	18 -43	-70%	-$3.2K	﹤0.01%	2866
2025 Q3	$4.5K	Hold	61	–	–	﹤0.01%	2383
2025 Q2	$4.14K	Sell	61 -9	-13%	-$570	﹤0.01%	2186
2025 Q1	$4.38K	Buy	+70	New	+$4.72K	﹤0.01%	2024

Other funds holding SMMD

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

AssetMark Inc's SMMD Position: Q3 2026 in Review

AssetMark Inc held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2026 at 1,636 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

AssetMark Inc first reported a position in SMMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $150K in Q2 2026. 143 funds tracked by Wall St. Rank hold SMMD as of Q3 2026.

AssetMark Inc held 1,636 shares of iShares Russell 2500 ETF worth $140K as of Q3 2026.
AssetMark Inc left its iShares Russell 2500 ETF share count unchanged in Q3 2026.
iShares Russell 2500 ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1558 holding.
AssetMark Inc first reported a position in iShares Russell 2500 ETF in Q1 2025 and has held it in 7 quarters since.
AssetMark Inc's iShares Russell 2500 ETF position peaked at $150K in Q2 2026.
143 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2026.

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