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iShares Dow Jones US Consumer Ser. shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares Dow Jones US Consumer Ser.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Ser. 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 Dow Jones US Consumer Ser. by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $506k 4.8k 104.80
2025-06-30 $448k 4.5k 99.63
2025-03-31 $229k 2.6k 88.32
2019-12-31 $259k 1.1k 228.40
2019-09-30 $283k 1.3k 217.02
2019-06-30 $307k 1.4k 217.42

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Microsoft Corporation (MSFT)
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Purecycle Technologies (PCT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares Dow Jones US Consumer Ser.

Harel Insurance Investments & Financial Services
Manufacturers Life Insurance Company
Morgan Stanley
Green Harvest Asset Management
UBS Group
Mml Investors Services
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial
MinichMacGregor Wealth Management
SPC Financial
Stifel Financial
Advisor Group Holdings
LPL Financial
Gimbal Financial

View all funds holding iShares Dow Jones US Consumer Ser.