Ownership history in ASSETMARK, INC · 5 quarters on record
This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in FRANKLIN TEMPLETON ETF TR (IQM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 212 | — | 0% | 0.00% | $19K | $87.29 |
| 2025 Q2 | UNCHANGED | 212 | — | 0% | 0.00% | $16K | $74.91 |
| 2025 Q1 | UNCHANGED | 212 | — | 0% | 0.00% | $12K | $56.80 |
| 2024 Q4 | UNCHANGED | 212 | — | 0% | 0.00% | $14K | $66.85 |
| 2024 Q3 | INITIATED | 212 | — | — | 0.00% | $13K | $63.36 |
As of 2025 Q4 — sorted by position size