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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

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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
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

Morgan Stanley
Townsquare Capital
LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Steele Capital Management
Matrix Trust
Cetera Investment Advisers
Means Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Mml Investors Services
Wells Fargo & Company
Aptus Capital Advisors
Sunburst Financial Group

View all funds holding iShares Morningstar Mid Core Index