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Ishares Tr msci usa smlcp shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp 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 msci usa smlcp by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $885k 12k 74.35
2025-06-30 $731k 11k 67.95

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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View all positions for Global Retirement Partners

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Financial Management Professionals
Cetera Investment Advisers
HighTower Advisors
BlackRock
Ullmann Financial
Bsc Private Wealth Management
Cornerstone Planning Group
Charles Schwab Investment Management

View all funds holding Ishares Tr msci usa smlcp