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iShares Russell 1000 Value Index shares owned by Global Retirement Partners

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 1000 Value Index by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 27k 189.80
2024-06-30 $4.9M 28k 174.47
2024-03-31 $4.4M 25k 179.11
2023-12-31 $4.1M 25k 162.92
2023-09-30 $3.9M 27k 148.78
2023-06-30 $4.1M 26k 157.83
2023-03-31 $4.3M 28k 150.95
2022-12-31 $3.2M 21k 151.65
2022-09-30 $2.3M 15k 149.76
2022-06-30 $2.2M 15k 144.95
2022-03-31 $2.4M 16k 154.63
2021-09-30 $2.2M 14k 156.52
2021-06-30 $2.4M 15k 158.64
2021-03-31 $2.2M 14k 151.56
2020-12-31 $2.0M 15k 136.72
2020-09-30 $1.6M 14k 118.13
2020-06-30 $1.6M 15k 112.64
2020-03-31 $1.5M 15k 99.18
2019-12-31 $2.1M 15k 136.48
2019-09-30 $1.9M 15k 128.24
2019-06-30 $2.0M 15k 127.24
2019-03-31 $1.8M 14k 123.53
2018-12-31 $1.6M 14k 111.02
2018-09-30 $1.5M 12k 126.63
2018-06-30 $1.6M 14k 121.39
2018-03-31 $1.3M 11k 120.00
2017-12-31 $1.4M 11k 124.31
2017-09-30 $1.2M 11k 118.46
2017-06-30 $1.3M 11k 116.43
2017-03-31 $1.3M 11k 114.91
2016-12-31 $1.2M 11k 112.07

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 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index