Global Retirement Partners »

iShares Morningstar Small Core Idx shares owned by Global Retirement Partners

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Core Idx by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 287 58.69
2024-06-30 $16k 287 53.87
2024-03-31 $16k 287 56.21
2023-12-31 $15k 287 51.36
2023-09-30 $13k 287 45.64
2023-06-30 $14k 287 49.72
2023-03-31 $13k 287 45.67
2022-12-31 $13k 287 45.60
2022-09-30 $3.0k 56 53.57
2022-06-30 $2.0k 56 35.71
2022-03-31 $3.0k 56 53.57
2021-12-31 $1.0k 14 71.43
2021-09-30 $1.0k 14 71.43
2021-06-30 $1.0k 14 71.43
2021-03-31 $3.0k 14 214.29
2020-12-31 $3.0k 14 214.29
2020-09-30 $2.0k 14 142.86
2020-06-30 $2.0k 14 142.86
2020-03-31 $2.0k 14 142.86
2019-12-31 $3.0k 14 214.29
2019-09-30 $2.0k 14 142.86
2019-06-30 $2.0k 14 142.86
2019-03-31 $7.0k 44 159.09
2018-12-31 $7.0k 44 159.09
2018-09-30 $5.0k 30 166.67
2018-06-30 $5.0k 30 166.67
2018-03-31 $5.0k 30 166.67
2017-12-31 $5.0k 30 166.67
2017-09-30 $5.0k 30 166.67
2017-06-30 $5.0k 30 166.67
2017-03-31 $5.0k 30 166.67

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 Small Core Idx

Morgan Stanley
LPL Financial
Wells Fargo & Company
Atria Wealth Solutions
Susquehanna International
Bank of America Corporation
H D Vest Advisory Services
Goldman Sachs Group
CacheTech
Adams Wealth Management
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Brand Asset Management Group
Rockefeller Capital Management

View all funds holding iShares Morningstar Small Core Idx