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Ishares Tr rus200 val idx shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx 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 Tr rus200 val idx by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $283k 3.5k 81.27
2017-12-31 $10k 185 54.05
2017-09-30 $8.0k 185 43.24
2017-06-30 $8.0k 185 43.24

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Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
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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 Tr rus200 val idx

Tiaa Trust, National Association
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First Citizens Bank & Trust
Envestnet Asset Management
AE Wealth Management
Pegasus Partners
Orion Portfolio Solutions
First Citizens Asset Management
LPL Financial
Branch Banking & Trust Company
Bryn Mawr Trust
Principal Securities
Sterling Capital Management
Compton Wealth Advisory Group
Bp Wealth Management

View all funds holding Ishares Tr rus200 val idx