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iShares Russell Midcap Index Fund shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 60k 88.14
2024-06-30 $505k 6.2k 81.08
2024-03-31 $751k 8.9k 84.09
2023-12-31 $693k 9.1k 76.00
2023-09-30 $3.7M 55k 67.88
2023-06-30 $2.3M 32k 73.03
2023-03-31 $913k 13k 68.12
2022-12-31 $384k 5.7k 67.45
2022-09-30 $143k 2.1k 67.55
2022-06-30 $156k 2.4k 64.46
2022-03-31 $228k 3.3k 68.35
2021-09-30 $102k 1.3k 78.46
2021-06-30 $103k 1.3k 79.23
2021-03-31 $107k 1.4k 74.05
2020-12-31 $104k 1.5k 68.38
2020-09-30 $74k 1.3k 57.63
2020-06-30 $70k 1.3k 53.97
2020-03-31 $56k 1.3k 43.21
2019-12-31 $64k 1.1k 59.70
2019-09-30 $59k 1.1k 56.08
2019-06-30 $65k 1.2k 55.51
2019-03-31 $63k 1.2k 53.57
2018-12-31 $74k 1.6k 46.37
2018-09-30 $64k 292 219.18
2018-06-30 $62k 292 212.33
2018-03-31 $60k 292 205.48
2017-12-31 $61k 292 208.90
2017-09-30 $58k 292 198.63
2017-06-30 $46k 242 190.08
2017-03-31 $42k 224 187.50
2016-12-31 $40k 224 178.57

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 Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund