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iShares Morningstar Mid Core Index shares owned by Assetmark

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core Index held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Core Index by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $47k 566 83.05
2025-06-30 $190k 2.4k 79.66
2025-03-31 $752k 10k 74.08
2024-12-31 $216k 2.8k 76.15
2024-09-30 $47k 620 76.02
2024-06-30 $74k 1.1k 70.09
2024-03-31 $1.5k 21 72.81
2023-12-31 $4.7k 70 67.13
2023-09-30 $36k 603 59.73
2023-06-30 $1.5M 24k 63.29
2022-12-31 $98k 1.7k 58.67
2021-06-30 $49k 729 67.22
2020-09-30 $999 3 333.33

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View all positions for Assetmark

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Morgan Stanley
RMG Wealth Management
LPL Financial
Means Investment
Raymond James Financial
Cetera Investment Advisers
Steele Capital Management
Matrix Trust
Commonwealth Equity Services
Ameriprise Financial
Creative Financial Designs
Mml Investors Services
Advisor Group Holdings
Aptus Capital Advisors

View all funds holding iShares Morningstar Mid Core Index