iShares Morningstar Small Growth shares owned by Global Retirement Partners
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $561k | 10k | 54.31 |
| 2025-06-30 | $523k | 11k | 49.76 |
| 2024-12-31 | $610k | 12k | 49.46 |
| 2024-09-30 | $639k | 13k | 48.96 |
| 2024-06-30 | $794k | 18k | 45.48 |
| 2024-03-31 | $1.2M | 27k | 46.57 |
| 2023-12-31 | $1.2M | 29k | 42.45 |
| 2023-09-30 | $1.1M | 30k | 37.69 |
| 2023-06-30 | $1.2M | 30k | 41.41 |
| 2023-03-31 | $1.1M | 30k | 37.84 |
| 2022-12-31 | $1.1M | 31k | 36.04 |
| 2022-09-30 | $1.2M | 33k | 37.53 |
| 2022-06-30 | $1.2M | 35k | 35.32 |
| 2022-03-31 | $1.3M | 35k | 36.20 |
| 2021-09-30 | $1.9M | 39k | 49.25 |
| 2021-06-30 | $2.0M | 40k | 51.81 |
| 2021-03-31 | $1.9M | 6.5k | 300.39 |
| 2020-12-31 | $1.9M | 6.4k | 303.57 |
| 2020-09-30 | $1.5M | 6.3k | 237.62 |
| 2020-06-30 | $1.4M | 6.5k | 221.04 |
| 2020-03-31 | $14k | 83 | 168.67 |
| 2019-12-31 | $18k | 83 | 216.87 |
| 2019-09-30 | $16k | 83 | 192.77 |
| 2019-06-30 | $17k | 83 | 204.82 |
| 2019-03-31 | $17k | 83 | 204.82 |
| 2018-12-31 | $14k | 83 | 168.67 |
| 2018-09-30 | $15k | 70 | 214.29 |
| 2018-06-30 | $14k | 70 | 200.00 |
| 2018-03-31 | $13k | 70 | 185.71 |
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