iShares Morningstar Mid Growth Idx shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $470k | 5.7k | 82.72 |
| 2025-06-30 | $479k | 6.0k | 80.23 |
| 2025-03-31 | $413k | 5.8k | 71.43 |
| 2024-12-31 | $2.2M | 30k | 75.53 |
| 2024-09-30 | $373k | 5.1k | 72.97 |
| 2024-06-30 | $346k | 5.1k | 67.75 |
| 2024-03-31 | $396k | 5.6k | 70.68 |
| 2023-12-31 | $388k | 6.0k | 64.45 |
| 2023-09-30 | $309k | 5.4k | 57.13 |
| 2021-03-31 | $1.3M | 3.3k | 378.22 |
| 2020-12-31 | $2.0M | 5.1k | 382.54 |
| 2019-12-31 | $257k | 978 | 262.78 |
| 2019-09-30 | $447k | 1.8k | 243.60 |
| 2019-06-30 | $669k | 2.7k | 251.50 |
| 2019-03-31 | $266k | 1.1k | 235.40 |
| 2018-12-31 | $220k | 1.1k | 194.69 |
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