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Ishares Tr rus200 idx etf shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Ishares Tr rus200 idx etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 idx etf 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 Tr rus200 idx etf by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 1.9k 166.10
2025-06-30 $226k 1.5k 153.12

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View all positions for Gladstone Institutional Advisory

Top funds holding Ishares Tr rus200 idx etf

Morgan Stanley
Tompkins Financial Corp
Gilbert & Cook
Richmond Investment Services
Ameriprise Financial
Lido Advisors
LPL Financial
FreeGulliver
Heck Capital Advisors
Reliant Wealth Planning
Searcy Financial Services
Jpmorgan Chase & Co
Royal Bank of Canada
McKinley Carter Wealth Services
Prescott Group Capital Management

View all funds holding Ishares Tr rus200 idx etf