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IAIIAI
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Position history for ASSETMARK, INCASSETMARK, INC's holdings in ISHARES TR

ASSETMARK, INC holds 4,281 shares of IAI (ISHARES TR), worth $750,599 as of 2026-Q2. The position was increased (+4.6% shares). IAI represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$750,599

Current Shares

4,281

Total Value Change

-$16.5M

Total Shares Change

-129,744

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,281
+4.6%
$750,5990.0%$175.33
26
2026-Q1
Decreased
4,092
-15.4%
$671,8520.0%$171.17
0
2025-Q4
Decreased
4,837
-24.1%
$867,6230.0%$181.17
0
2025-Q3
Decreased
6,377
-3.2%
$1.1M0.0%$177.39
0
2025-Q2
Decreased
6,588
-98.8%
$1.1M0.0%$165.85
0
2025-Q1
Increased
574,806
+506.2%
$80.5M0.2%$138.40
57
2024-Q4
Decreased
94,825
-29.3%
$13.7M0.0%$142.86
0
2024-Q3
Increased
134,025
+24.3%
$17.2M0.0%$126.86
34

Other major holders of IAI: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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