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iShares Russell Microcap Index shares owned by Global Retirement Partners

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index 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 Russell Microcap Index by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $449k 3.6k 123.31
2024-06-30 $279k 2.5k 113.99
2024-03-31 $273k 2.3k 121.20
2023-12-31 $258k 2.4k 109.87
2023-09-30 $235k 2.4k 97.24
2023-06-30 $12k 112 109.71
2023-03-31 $12k 122 101.08
2022-12-31 $17k 160 108.11
2022-09-30 $18k 160 112.50
2022-06-30 $7.0k 70 100.00
2022-03-31 $8.0k 70 114.29
2021-09-30 $11k 76 144.74
2021-06-30 $11k 70 157.14
2021-03-31 $31k 213 145.54
2020-12-31 $25k 213 117.37
2020-09-30 $19k 213 89.20
2020-06-30 $96k 1.1k 87.19
2020-03-31 $75k 1.1k 66.73
2019-12-31 $117k 1.2k 99.32
2019-09-30 $108k 1.2k 88.02
2019-06-30 $114k 1.2k 93.29
2019-03-31 $179k 1.9k 92.94
2018-12-31 $168k 2.0k 82.43
2018-09-30 $225k 2.1k 106.43
2018-06-30 $130k 1.2k 105.43
2018-03-31 $120k 1.3k 95.85
2017-12-31 $120k 1.3k 95.62
2017-09-30 $133k 1.4k 94.73
2017-06-30 $125k 1.4k 88.72
2017-03-31 $104k 1.2k 85.25
2016-12-31 $79k 920 85.87

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 Russell Microcap Index

Goodman & Company, Investment Counsel
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Halbert Hargrove Global Advisors
Royal Bank of Canada
Morgan Stanley
Dumont & Blake Investment Advisors
Chicago Partners Investment
Wells Fargo & Company
H D Vest Advisory Services
Envestnet Asset Management
Family Firm
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index