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iShares Morningstar Large Growth shares owned by Global Retirement Partners

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large 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 Morningstar Large Growth by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $460k 6.1k 75.48
2023-12-31 $459k 6.7k 68.09
2023-09-30 $357k 6.0k 59.70
2023-06-30 $343k 5.5k 62.34
2023-03-31 $303k 5.5k 55.07
2022-12-31 $307k 6.3k 48.68
2022-09-30 $331k 6.6k 50.50
2022-06-30 $328k 6.6k 50.04
2022-03-31 $335k 6.6k 51.11
2021-12-31 $472k 6.6k 71.87
2021-09-30 $491k 7.5k 65.49
2021-06-30 $418k 6.4k 64.84
2021-03-31 $402k 1.4k 288.17
2020-12-31 $817k 2.8k 289.72
2020-09-30 $991k 3.7k 267.40
2020-06-30 $1.0M 4.3k 234.37
2020-03-31 $366k 2.0k 185.79
2019-12-31 $167k 797 209.54
2019-09-30 $153k 797 191.97
2019-06-30 $153k 797 191.97
2019-03-31 $254k 1.4k 183.13
2018-12-31 $141k 892 158.07
2018-09-30 $141k 760 185.53
2018-06-30 $133k 760 175.00
2018-03-31 $125k 760 164.47
2017-12-31 $90k 575 156.52
2017-09-30 $84k 575 146.09
2017-06-30 $100k 715 139.86
2017-03-31 $94k 715 131.47
2016-12-31 $87k 715 121.68

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

Top funds holding iShares Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth