Gladstone Institutional Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$35.8M Buy
463,953
+28,694
+7% +$2.11M 1.13% 15
2026
Q1
$29.4M Buy
435,259
+18,376
+4% +$1.27M 1.09% 15
2025
Q4
$27.5M Buy
416,883
+8,545
+2% +$560K 1.04% 18
2025
Q3
$26.6M Buy
408,338
+14,265
+4% +$917K 1.03% 18
2025
Q2
$24.4M Buy
394,073
+26,829
+7% +$1.57M 1.01% 18
2025
Q1
$21.4M Buy
367,244
+42,485
+13% +$2.64M 1% 17
2024
Q4
$20.2M Buy
324,759
+86,816
+36% +$5.57M 0.94% 20
2024
Q3
$14.8M Buy
237,943
+13,980
+6% +$843K 0.72% 28
2024
Q2
$13.1M Buy
223,963
+8,077
+4% +$475K 0.68% 24
2024
Q1
$13.1M Sell
215,886
-3,784
-2% -$214K 0.72% 25
2023
Q4
$12.2M Sell
219,670
-2,870
-1% -$146K 0.68% 26
2023
Q3
$11.1M Buy
222,540
+12,205
+6% +$640K 0.72% 24
2023
Q2
$11M Sell
210,335
-26,845
-11% -$1.33M 0.67% 24
2023
Q1
$11.9M Sell
237,180
-21,510
-8% -$1.1M 0.77% 21
2022
Q4
$12.5M Sell
258,690
-33,485
-11% -$1.62M 0.88% 17
2022
Q3
$12.8M Buy
292,175
+16,060
+6% +$776K 1% 13
2022
Q2
$12.5M Sell
276,115
-20,725
-7% -$1.02M 0.99% 16
2022
Q1
$15.9M Buy
296,840
+33,665
+13% +$1.79M 1.08% 12
2021
Q4
$14.9M Buy
263,175
+12,785
+5% +$712K 1.15% 10
2021
Q3
$13.2M Buy
250,390
+41,850
+20% +$2.25M 1.29% 9
2021
Q2
$11.2M Buy
208,540
+7,395
+4% +$399K 1.33% 12
2021
Q1
$10.5M Buy
201,145
+970
+0.5% +$48.4K 1.63% 9
2020
Q4
$9.2M Buy
200,175
+2,810
+1% +$118K 1.83% 10
2020
Q3
$7.32M Sell
197,365
-470
-0.2% -$17.6K 1.75% 13
2020
Q2
$7.04M Sell
197,835
-48,075
-20% -$1.6M 1.79% 16
2020
Q1
$7.08M Buy
245,910
+11,185
+5% +$416K 1.83% 12
2019
Q4
$9.66M Buy
234,725
+3,760
+2% +$149K 2.37% 7
2019
Q3
$8.93M Buy
230,965
+155,280
+205% +$5.97M 2.27% 8
2019
Q2
$2.94M Buy
75,685
+34,075
+82% +$1.31M 0.9% 26
2019
Q1
$1.58M Buy
41,610
+2,955
+8% +$109K 0.58% 41
2018
Q4
$1.28M Buy
+38,655
New +$1.41M 0.75% 31

Other funds holding IJH

Gladstone Institutional Advisory's IJH Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.6% in Q2 2026, buying an estimated $2.11M and bringing the position to 463,953 shares worth $35.8M. The position accounts for 1.13% of the portfolio, ranked #15.

Gladstone Institutional Advisory first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Gladstone Institutional Advisory held 463,953 shares of iShares Core S&P Mid-Cap ETF worth $35.8M as of Q2 2026.
  • Gladstone Institutional Advisory bought 28,694 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.11M.
  • iShares Core S&P Mid-Cap ETF made up 1.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #15 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.