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iShares Russell 1000 Value Index shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 Russell 1000 Value Index by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 30k 165.25
2023-09-30 $4.3M 28k 151.82
2023-06-30 $4.5M 28k 157.83
2023-03-31 $4.3M 28k 152.26
2022-12-31 $4.3M 29k 151.65
2022-09-30 $3.8M 28k 135.99
2022-06-30 $4.4M 30k 144.97
2022-03-31 $5.0M 30k 165.99
2021-12-31 $5.1M 30k 167.92
2021-09-30 $4.7M 30k 156.50
2021-06-30 $4.7M 29k 158.63
2021-03-31 $4.0M 26k 151.56
2020-12-31 $978k 7.2k 136.69
2020-09-30 $845k 7.2k 118.10
2020-06-30 $823k 7.3k 112.69
2020-03-31 $746k 7.5k 99.20
2019-12-31 $1.0M 7.6k 136.50
2019-09-30 $991k 7.7k 128.28
2019-06-30 $811k 6.4k 127.26
2019-03-31 $793k 6.4k 123.58
2018-12-31 $793k 7.1k 111.10

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 Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index