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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 31k 107.66
2024-06-30 $368k 3.8k 97.27
2024-03-31 $403k 3.9k 102.77
2023-12-31 $553k 5.7k 97.22
2023-09-30 $272k 3.1k 86.39
2023-06-30 $294k 3.1k 95.09
2023-03-31 $303k 3.4k 89.01
2022-12-31 $166k 1.8k 91.29
2022-09-30 $157k 1.7k 94.52
2022-06-30 $597k 6.7k 89.00
2022-03-31 $546k 5.8k 93.81
2021-09-30 $656k 6.5k 100.74
2021-06-30 $118k 1.1k 105.64
2021-03-31 $108k 1.1k 100.84
2020-12-31 $92k 1.1k 81.13
2020-09-30 $106k 864 122.69
2020-06-30 $107k 885 120.90
2020-03-31 $252k 2.5k 99.92
2019-12-31 $560k 3.5k 160.73
2019-09-30 $544k 3.6k 150.07
2019-06-30 $936k 6.3k 148.60
2019-03-31 $980k 6.6k 147.50
2018-12-31 $955k 7.2k 131.80
2018-09-30 $2.9M 17k 166.91
2018-06-30 $1.0M 6.3k 163.27
2018-03-31 $2.1M 14k 150.83
2017-12-31 $1.6M 11k 153.58
2017-09-30 $586k 3.9k 148.39
2017-06-30 $558k 4.0k 139.81
2017-03-31 $460k 3.3k 138.72
2016-12-31 $217k 1.6k 139.82

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 SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P SmallCap 600 Value Idx