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iShares Russell 2000 Index shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index 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 Russell 2000 Index by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0M 30k 200.71
2023-09-30 $4.6M 26k 176.74
2023-06-30 $9.5M 51k 187.27
2023-03-31 $8.0M 45k 178.40
2022-12-31 $9.7M 56k 174.36
2022-09-30 $9.5M 58k 164.92
2022-06-30 $3.8M 23k 169.38
2022-03-31 $5.0M 24k 205.26
2021-12-31 $4.9M 22k 222.46
2021-09-30 $4.5M 20k 218.73
2021-06-30 $4.3M 19k 229.38
2021-03-31 $3.0M 14k 220.96
2020-12-31 $1.7M 8.5k 196.06
2020-09-30 $1.0M 6.7k 149.72
2020-06-30 $845k 5.9k 143.20
2020-03-31 $1.2M 10k 114.41
2019-12-31 $1.5M 9.2k 165.61
2019-09-30 $1.5M 9.6k 151.30
2019-06-30 $911k 5.9k 155.51
2019-03-31 $324k 2.1k 153.12
2018-12-31 $303k 2.3k 133.83