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iShares S&P SmallCap 600 Index shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 125k 108.25
2023-09-30 $12M 122k 94.33
2023-06-30 $12M 116k 99.65
2023-03-31 $11M 112k 96.70
2022-12-31 $11M 114k 94.64
2022-09-30 $10M 119k 87.19
2022-06-30 $10M 112k 92.41
2022-03-31 $13M 118k 107.88
2021-12-31 $9.7M 85k 114.51
2021-09-30 $7.7M 71k 109.19
2021-06-30 $4.3M 38k 112.99
2021-03-31 $4.0M 37k 108.53
2020-12-31 $2.8M 31k 91.91
2020-09-30 $1.3M 18k 70.20
2020-06-30 $1.3M 19k 68.29
2020-03-31 $1.1M 19k 56.10
2019-12-31 $1.4M 17k 84.41
2019-09-30 $1.2M 15k 75.95
2019-06-30 $1.1M 14k 78.28
2019-03-31 $1.5M 20k 77.13
2018-12-31 $1.1M 16k 69.33

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index