Question 1

How many shares of IYT does ASSETMARK, INC own?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC holds 167,400 shares of IYT (ISHARES TR).

Question 2

What is ASSETMARK, INC's IYT position worth?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC's IYT position is worth $14.5M.

Question 3

Is ASSETMARK, INC buying or selling IYT?

Accepted Answer

In 2026-Q2, ASSETMARK, INC increased their IYT position (+162x change in shares).

Question 4

When did ASSETMARK, INC first buy IYT?

Accepted Answer

Based on available 13F filings, ASSETMARK, INC first reported a position in IYT in 2024-Q3. They have held the position across 14 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	167,400	+162x	$14.5M	0.0%	$86.75	45
2026-Q1	Decreased	1,030	-15.6%	$76,838	0.0%	$81.61	0
2025-Q4	Increased	1,221	+190.0%	$90,977	0.0%	$74.92	35
2025-Q3	Unchanged	421	0.0%	$30,190	0.0%	$72.18	0
2025-Q2	Decreased	421	-9.3%	$28,855	0.0%	$68.10	0
2025-Q1	Decreased	464	-2.5%	$29,710	0.0%	$63.20	0
2024-Q4	Unchanged	476	0.0%	$32,163	0.0%	$66.48	0
2024-Q3	Increased	476	+35.2%	$32,801	0.0%	$67.64	26

IYTShowing 8 of 14 quarters

IYT
Showing 8 of 14 quarters