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IVVWIVVW
9 quarters

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

ASSETMARK, INC holds 124,340 shares of IVVW (ISHARES TR), worth $5.5M as of 2026-Q2. The position was increased (+34.6% shares). IVVW represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$5.5M

Current Shares

124,340

Total Value Change

+$926,535

Total Shares Change

+31,654

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
124,340
+34.6%
$5.5M0.0%$44.17
35
2026-Q1
Increased
92,341
+3.1%
$4M0.0%$41.08
28
2025-Q4
Increased
89,580
+0.2%
$4.1M0.0%$41.79
27
2025-Q3
Decreased
89,410
-0.5%
$4.2M0.0%$39.60
0
2025-Q2
Increased
89,868
+0.7%
$4.1M0.0%$37.58
27
2025-Q1
Decreased
89,243
-1.0%
$4.1M0.0%$36.17
0
2024-Q4
Increased
90,135
+0.3%
$4.4M0.0%$37.41
27
2024-Q3
Decreased
89,850
-3.1%
$4.5M0.0%$36.08
0
2024-Q2
New
92,686
-
$4.6M0.0%$34.41
37

Other major holders of IVVW: BlackRock, Inc., BlackRock Finance, Inc., OSAIC HOLDINGS, INC.

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