Assetmark »

iShares Morningstar Mid Value Idx shares owned by Assetmark

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

Historical chart of Assetmark investment in iShares Morningstar Mid Value Idx

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0k 88 67.76
2023-06-30 $28k 436 63.70
2023-03-31 $50k 803 61.88
2022-03-31 $71k 1.0k 68.53
2021-12-31 $595k 8.7k 68.25
2021-06-30 $23k 365 63.01

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 Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx