AssetMark Inc
XT icon

AssetMark Inc’s iShares Future Exponential Technologies ETF XT Stock Holding History

AssetMark Inc’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$191K Buy
2,287
+294
+15% +$24.1K ﹤0.01% 1474
2026
Q2 		$165K Hold
1,993
– – ﹤0.01% 1494
2026
Q1 		$136K Sell
1,993
-585
-23% -$41.6K ﹤0.01% 1444
2025
Q4 		$180K Sell
2,578
-1,741
-40% -$128K ﹤0.01% 1331
2025
Q3 		$311K Buy
4,319
+683
+19% +$46.2K ﹤0.01% 1173
2025
Q2 		$237K Sell
3,636
-13
-0.4% -$775 ﹤0.01% 1180
2025
Q1 		$210K Buy
3,649
+564
+18% +$34.5K ﹤0.01% 1130
2024
Q4 		$184K Sell
3,085
-606
-16% -$36.8K ﹤0.01% 1119
2024
Q3 		$225K Buy
3,691
+936
+34% +$55K ﹤0.01% 999
2024
Q2 		$162K Buy
2,755
+115
+4% +$6.68K ﹤0.01% 1030
2024
Q1 		$157K Buy
2,640
+102
+4% +$5.99K ﹤0.01% 983
2023
Q4 		$152K Sell
2,538
-43
-2% -$2.32K ﹤0.01% 966
2023
Q3 		$135K Buy
2,581
+152
+6% +$8.36K ﹤0.01% 938
2023
Q2 		$135K Sell
2,429
-63
-3% -$3.32K ﹤0.01% 900
2023
Q1 		$131K Buy
2,492
+821
+49% +$42.2K ﹤0.01% 882
2022
Q4 		$79.1K Buy
+1,671
New +$80K ﹤0.01% 952
2022
Q3 		– Sell
-136
Closed -$7K – 1642
2022
Q2 		$7K Buy
+136
New +$7.06K ﹤0.01% 1266
2021
Q3 		– Sell
-618
Closed -$39K – 1544
2021
Q2 		$39K Buy
+618
New +$38.1K ﹤0.01% 797

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

AssetMark Inc's XT Position: Q3 2026 in Review

AssetMark Inc increased its iShares Future Exponential Technologies ETF (XT) stake by 15% in Q3 2026, buying an estimated $24.1K and bringing the position to 2,287 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

AssetMark Inc first reported a position in XT in Q2 2021 and has held it in 18 quarters since. The position peaked at $311K in Q3 2025. 156 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • AssetMark Inc held 2,287 shares of iShares Future Exponential Technologies ETF worth $191K as of Q3 2026.
  • AssetMark Inc bought 294 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $24.1K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1474 holding.
  • AssetMark Inc first reported a position in iShares Future Exponential Technologies ETF in Q2 2021 and has held it in 18 quarters since.
  • AssetMark Inc's iShares Future Exponential Technologies ETF position peaked at $311K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

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