iShares S&P 500 Growth Index shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index 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 500 Growth Index by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 269k | 120.72 |
| 2025-06-30 | $29M | 265k | 110.10 |
| 2025-03-31 | $23M | 248k | 92.83 |
| 2024-12-31 | $25M | 241k | 101.53 |
| 2024-09-30 | $20M | 209k | 95.75 |
| 2024-06-30 | $18M | 198k | 92.54 |
| 2024-03-31 | $16M | 193k | 84.44 |
| 2023-12-31 | $15M | 198k | 75.10 |
| 2023-09-30 | $14M | 210k | 68.42 |
| 2023-06-30 | $15M | 206k | 70.48 |
| 2023-03-31 | $13M | 199k | 63.89 |
| 2022-12-31 | $13M | 225k | 58.50 |
| 2022-09-30 | $15M | 253k | 57.85 |
| 2022-06-30 | $14M | 237k | 60.35 |
| 2022-03-31 | $18M | 230k | 76.38 |
| 2021-12-31 | $18M | 218k | 83.67 |
| 2021-09-30 | $16M | 212k | 73.91 |
| 2021-06-30 | $13M | 174k | 72.73 |
| 2021-03-31 | $12M | 183k | 65.11 |
| 2020-12-31 | $12M | 184k | 63.82 |
| 2020-09-30 | $11M | 46k | 231.08 |
| 2020-06-30 | $9.4M | 45k | 207.49 |
| 2020-03-31 | $7.5M | 46k | 165.05 |
| 2019-12-31 | $7.8M | 40k | 194.51 |
| 2019-09-30 | $7.0M | 39k | 179.55 |
| 2019-06-30 | $863k | 4.8k | 179.34 |
| 2019-03-31 | $391k | 2.3k | 172.32 |
| 2018-12-31 | $369k | 2.4k | 150.86 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory