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iShares S&P SmallCap 600 Index shares owned by Global Retirement Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 SmallCap 600 Index by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $51M 425k 118.83
2025-06-30 $44M 405k 109.29
2024-12-31 $37M 321k 115.22
2024-09-30 $36M 305k 116.96
2024-06-30 $32M 298k 106.66
2024-03-31 $30M 272k 110.52
2023-12-31 $25M 244k 103.33
2023-09-30 $18M 197k 91.70
2023-06-30 $20M 202k 99.65
2023-03-31 $19M 202k 92.25
2022-12-31 $18M 194k 94.64
2022-09-30 $18M 185k 97.92
2022-06-30 $15M 158k 92.41
2022-03-31 $15M 158k 96.02
2021-09-30 $13M 121k 109.19
2021-06-30 $13M 118k 112.98
2021-03-31 $13M 116k 108.53
2020-12-31 $10M 110k 91.90
2020-09-30 $7.1M 101k 70.23
2020-06-30 $7.2M 105k 68.29
2020-03-31 $5.9M 106k 56.11
2019-12-31 $9.7M 116k 83.85
2019-09-30 $8.5M 110k 77.84
2019-06-30 $8.1M 103k 78.28
2019-03-31 $7.5M 97k 77.15
2018-12-31 $8.2M 119k 69.32
2018-09-30 $10M 116k 87.24
2018-06-30 $8.0M 96k 83.46
2018-03-31 $7.1M 93k 77.01
2017-12-31 $7.1M 93k 76.81
2017-09-30 $5.3M 72k 74.22
2017-06-30 $4.7M 68k 70.11
2017-03-31 $4.8M 70k 69.15
2016-12-31 $2.7M 20k 137.50

More positions owned by Global Retirement Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tesla Motors (TSLA)
Ishares Tr Short Treas Bd (SHV)
Meta Platforms Cl A (META)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Global Retirement Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index