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iShares Russell Midcap Value Index shares owned by Global Retirement Partners

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 22k 132.25
2024-06-30 $2.6M 22k 120.74
2024-03-31 $2.8M 22k 125.33
2023-12-31 $2.5M 22k 113.54
2023-09-30 $2.4M 23k 101.99
2023-06-30 $2.6M 24k 109.84
2023-03-31 $2.5M 24k 103.81
2022-12-31 $2.2M 21k 105.34
2022-09-30 $2.2M 21k 105.05
2022-06-30 $2.0M 20k 101.59
2022-03-31 $2.2M 20k 109.53
2021-09-30 $2.0M 18k 113.24
2021-06-30 $2.0M 18k 114.97
2021-03-31 $1.9M 18k 109.28
2020-12-31 $1.7M 17k 96.98
2020-09-30 $1.4M 17k 80.87
2020-06-30 $1.4M 18k 76.51
2020-03-31 $1.7M 27k 64.11
2019-12-31 $267k 2.8k 94.65
2019-09-30 $272k 3.0k 89.71
2019-06-30 $266k 3.0k 89.02
2019-03-31 $238k 2.7k 86.77
2018-12-31 $197k 2.6k 76.45
2018-09-30 $362k 4.0k 90.21
2018-06-30 $240k 2.7k 88.43
2018-03-31 $224k 2.6k 86.29
2017-12-31 $244k 2.7k 88.99
2017-09-30 $222k 2.6k 84.80
2017-06-30 $116k 1.4k 84.12
2017-03-31 $90k 1.1k 83.10
2016-12-31 $86k 1.1k 80.60

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 Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index