Assetmark »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Core Index by Assetmark

Quarter filed Position value Share count Share price at filing
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

More positions owned by Assetmark

Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Assetmark

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Means Investment
Bank of America Corporation
Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index