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Gladstone Institutional Advisory »

iShares S&P NA Tec.-SW. Idx. Fund shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares S&P NA Tec.-SW. Idx. Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-SW. Idx. Fund 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 NA Tec.-SW. Idx. Fund by Gladstone Institutional Advisory

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$899k	7.8k	115.01
2025-06-30	$825k	7.5k	109.50
2025-03-31	$642k	7.2k	88.99
2024-12-31	$279k	2.8k	100.12
2023-06-30	$6.9M	20k	345.91
2022-03-31	$221k	641	344.77
2019-12-31	$261k	1.1k	233.45
2019-09-30	$281k	1.3k	211.76
2019-06-30	$318k	1.5k	218.56

More positions owned by Gladstone Institutional Advisory

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Microsoft Corporation (MSFT)

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Purecycle Technologies (PCT)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Ishares Tr S&p 500 Grwt Etf (IVW)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares S&P NA Tec.-SW. Idx. Fund

Elliott Investment Management

Jpmorgan Chase & Co

Migdal Insurance & Financial Holdings

Bnp Paribas Arbitrage, Snc

Goldman Sachs Group

Menora Mivtachim Holdings

Clal Insurance Enterprises Holdings

Susquehanna International

LPL Financial

UBS Group

Wells Fargo & Company

Wellspring Financial Advisors

Jane Street

Phoenix Holdings

Main Management ETF Advisors

View all funds holding iShares S&P NA Tec.-SW. Idx. Fund

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