Gladstone Institutional Advisory »

iShares Morningstar Small Growth shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Growth by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 21k 54.80
2021-03-31 $1.2M 4.0k 300.35
2020-12-31 $883k 2.9k 303.44

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares Morningstar Small Growth

Colony
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
Bank of America Corporation
Systelligence
Morgan Stanley
Foundations Investment Advisors
Ameriprise Financial
CWM
Matrix Trust
Steele Capital Management

View all funds holding iShares Morningstar Small Growth