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iShares S&P MidCap 400 Growth shares owned by Global Retirement Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 70k 91.93
2024-06-30 $5.1M 58k 88.11
2024-03-31 $3.7M 41k 91.25
2023-12-31 $2.6M 34k 77.80
2023-09-30 $1.2M 17k 70.67
2023-06-30 $2.2M 30k 75.00
2023-03-31 $1.1M 16k 70.34
2022-12-31 $279k 4.1k 68.30
2022-09-30 $329k 4.8k 69.05
2022-06-30 $249k 3.9k 63.81
2022-03-31 $259k 3.9k 66.51
2021-09-30 $175k 2.2k 79.33
2021-06-30 $173k 2.1k 80.99
2021-03-31 $189k 2.4k 78.33
2020-12-31 $364k 5.0k 72.19
2020-09-30 $381k 1.6k 239.32
2020-06-30 $370k 1.7k 223.84
2020-03-31 $533k 3.0k 178.56
2019-12-31 $1.2M 4.9k 238.09
2019-09-30 $1.2M 5.5k 223.93
2019-06-30 $322k 1.4k 226.44
2019-03-31 $159k 726 219.01
2018-12-31 $144k 753 191.24
2018-09-30 $270k 1.2k 232.76
2018-06-30 $245k 1.1k 224.77
2018-03-31 $182k 832 218.75
2017-12-31 $180k 832 216.35
2017-09-30 $167k 824 202.67
2017-06-30 $162k 824 196.60
2017-03-31 $72k 378 190.48
2016-12-31 $69k 378 182.54

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Global Retirement Partners

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Financial Engines Advisors L.L.C
International Assets Investment Management
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth