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iShares Morningstar Mid Growth Idx shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth 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 Morningstar Mid Growth Idx by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 38k 72.97
2024-06-30 $2.7M 39k 67.75
2024-03-31 $2.5M 35k 70.68
2023-12-31 $2.2M 35k 63.03
2023-09-30 $1.9M 34k 56.29
2023-06-30 $2.1M 34k 60.94
2023-03-31 $1.9M 34k 55.48
2022-12-31 $1.4M 26k 53.88
2022-09-30 $816k 15k 53.82
2022-06-30 $776k 15k 51.92
2022-03-31 $783k 15k 53.56
2021-09-30 $745k 11k 68.92
2021-06-30 $635k 9.2k 68.85
2021-03-31 $556k 1.5k 377.97
2020-12-31 $351k 918 382.35
2020-09-30 $210k 655 320.61
2020-06-30 $4.0k 14 285.71
2020-03-31 $3.0k 14 214.29
2019-12-31 $4.0k 14 285.71
2019-09-30 $20k 82 243.90
2019-06-30 $27k 107 252.34
2019-03-31 $25k 107 233.64
2018-12-31 $27k 139 194.24
2018-09-30 $33k 138 239.13
2018-06-30 $36k 164 219.51
2018-03-31 $34k 164 207.32
2017-12-31 $36k 177 203.39
2017-09-30 $24k 265 90.57
2017-06-30 $21k 232 90.52
2017-03-31 $21k 232 90.52
2016-12-31 $21k 232 90.52

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 Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
Cornerstone Planning Group
Creative Financial Designs
Mariner Wealth Advisors
Bank of America Corporation
Advisor Group Holdings

View all funds holding iShares Morningstar Mid Growth Idx