Question 1

How many shares of IBMR does ASSETMARK, INC own?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC holds 133,266 shares of IBMR (ISHARES TR).

Question 2

What is ASSETMARK, INC's IBMR position worth?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC's IBMR position is worth $3.4M.

Question 3

Is ASSETMARK, INC buying or selling IBMR?

Accepted Answer

In 2026-Q2, ASSETMARK, INC increased their IBMR position (+49.4% change in shares).

Question 4

When did ASSETMARK, INC first buy IBMR?

Accepted Answer

Based on available 13F filings, ASSETMARK, INC first reported a position in IBMR in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	133,266	+49.4%	$3.4M	0.0%	$25.34	37
2026-Q1	Increased	89,220	+34.5%	$2.3M	0.0%	$25.14	34
2025-Q4	Increased	66,339	+45.5%	$1.7M	0.0%	$25.11	35
2025-Q3	Increased	45,590	+66.8%	$1.2M	0.0%	$25.00	37
2025-Q2	Increased	27,338	+182.8%	$689,738	0.0%	$24.54	40
2025-Q1	Increased	9,667	+405.9%	$242,062	0.0%	$24.20	37
2024-Q4	New	1,911	-	$47,737	0.0%	$24.04	28

IBMR7 quarters

IBMR
7 quarters