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IBMSIBMS
4 quarters

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

ASSETMARK, INC holds 105,906 shares of IBMS (ISHARES TR), worth $2.7M as of 2026-Q2. The position was increased (+33.8% shares). IBMS represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$2.7M

Current Shares

105,906

Total Value Change

+$1.8M

Total Shares Change

+68,269

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
105,906
+33.8%
$2.7M0.0%$25.76
34
2026-Q1
Increased
79,144
+45.7%
$2M0.0%$25.57
35
2025-Q4
Increased
54,312
+44.3%
$1.4M0.0%$25.69
34
2025-Q3
New
37,637
-
$981,5730.0%$25.50
35

Other major holders of IBMS: MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC

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