Gladstone Institutional Advisory »

iShares Russell 1000 Index shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index 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 Russell 1000 Index by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7M 6.5k 409.50
2026-03-31 $823k 2.3k 356.56
2025-12-31 $934k 2.5k 373.54
2025-09-30 $965k 2.6k 365.49
2025-06-30 $897k 2.6k 339.53
2025-03-31 $831k 2.7k 306.76
2024-12-31 $906k 2.8k 322.15
2024-09-30 $892k 2.8k 314.42
2024-06-30 $839k 2.8k 297.49
2024-03-31 $836k 2.9k 288.06
2023-12-31 $753k 2.9k 262.22
2023-09-30 $576k 2.5k 234.89
2023-06-30 $598k 2.5k 243.72