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iShares Morningstar Mid Growth Idx shares owned by Assetmark

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth Idx 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 Growth Idx by Assetmark

Quarter filed Position value Share count Share price at filing
2023-12-31 $63M 980k 64.45
2023-09-30 $43k 750 57.13
2023-06-30 $46k 750 60.94
2023-03-31 $96k 1.7k 57.56
2022-12-31 $40k 750 53.88
2022-09-30 $38k 750 50.67
2022-06-30 $39k 750 52.00
2022-03-31 $48k 750 64.00
2021-12-31 $55k 750 73.33

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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 Growth Idx

Assetmark
Raymond James Financial Services Advisors
Creative Financial Designs
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx