iShares S&P Growth Allocation Fund shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in iShares S&P Growth Allocation Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P Growth Allocation Fund held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Growth Allocation Fund by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $597k | 9.3k | 64.38 |
| 2025-06-30 | $541k | 8.8k | 61.57 |
| 2025-03-31 | $506k | 8.8k | 57.57 |
| 2024-12-31 | $504k | 8.8k | 57.32 |
| 2024-09-30 | $521k | 8.8k | 59.24 |
| 2024-06-30 | $495k | 8.8k | 56.32 |
| 2024-03-31 | $490k | 8.8k | 55.67 |
| 2023-12-31 | $468k | 8.8k | 53.19 |
| 2023-09-30 | $435k | 8.8k | 49.41 |
| 2023-06-30 | $452k | 8.8k | 51.45 |
| 2023-03-31 | $440k | 8.8k | 50.03 |
| 2022-12-31 | $415k | 8.8k | 47.16 |
| 2022-09-30 | $394k | 8.8k | 44.81 |
| 2022-06-30 | $422k | 8.8k | 47.99 |
| 2022-03-31 | $480k | 8.9k | 53.98 |
| 2021-12-31 | $477k | 8.4k | 57.06 |
| 2021-09-30 | $464k | 8.4k | 55.50 |
| 2021-06-30 | $468k | 8.4k | 55.98 |
| 2021-03-31 | $448k | 8.4k | 53.59 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory
Top funds holding iShares S&P Growth Allocation Fund
View all funds holding iShares S&P Growth Allocation Fund