IMCG β€” ISHARES TR

Ownership history in AtlasMark Financial, Inc  Β·  1 quarter on record

AI Ownership Summary

AtlasMark Financial, Inc reported ISHARES TR (IMCG) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.91% in 2026 Q1. The latest visible filing shows IMCG at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IMCG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AtlasMark Financial, Inc's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMCG was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AtlasMark Financial, Inc held IMCG β€” position size vs. price
% of Fund (quarterly)    IMCG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 1,500 β€” β€” 0.91% $365K 2026-04-22 $87.44

FAQ About AtlasMark Financial, Inc and IMCG

These are the practical questions this page is built to answer before you even open the full history table.

How long has AtlasMark Financial, Inc reported owning IMCG?

AtlasMark Financial, Inc reported IMCG across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported IMCG position in AtlasMark Financial, Inc's portfolio?

The largest reported portfolio weight for IMCG was 0.91% in 2026 Q1.

What is the latest reported IMCG position on this page?

The most recent filing on this page is 2026 Q1, when AtlasMark Financial, Inc reported 1,500 shares, equal to 0.91% of portfolio, with an estimated market value of $365K.

What does the chart on this IMCG ownership page compare?

The chart compares AtlasMark Financial, Inc's quarterly IMCG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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