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IWCIWC
11 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in ISHARES TR

Yes. AssetMark holds 64,603 shares of IWC, worth $11.9M, as of its Q3 2026 13F filing. It increased the position by 613 shares (+1.0%) from Q2 2026. AssetMark has held IWC since Q1 2024, across 11 quarterly 13F filings.

Current Value

$11.9M

Current Shares

64,603

Total Value Change

+$11.9M

Total Shares Change

+64,600

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
64,603
+1.0%
$11.9M0.0%$184.80
28
2026-Q2
Increased
63,990
+983x
$12.8M0.0%$199.57
45
2026-Q1
Increased
65
+38.3%
$10,3750.0%$158.80
15
2025-Q4
Decreased
47
-4.1%
$7,4120.0%$156.66
0
2025-Q3
Increased
49
+4.3%
$7,3050.0%$147.44
12
2025-Q2
Decreased
47
-11.3%
$6,0000.0%$125.90
0
2025-Q1
Increased
53
+96.3%
$5,8780.0%$109.09
17
2024-Q4
Increased
27
+12.5%
$3,5200.0%$127.94
11
2024-Q3
Increased
24
+1100.0%
$2,9600.0%$120.68
14
2024-Q2
Decreased
2
-33.3%
$2280.0%$111.18
0
2024-Q1
New
3
-
$3640.0%$117.85
17

Other major holders of IWC: 1832 Asset Management L.P.

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