Gladstone Institutional Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Gladstone Institutional Advisory’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Buy	3,273 +875	+36%	+$124K	0.02%	599
2026 Q1	$318K	Sell	2,398 -459	-16%	-$62.9K	0.01%	648
2025 Q4	$376K	Sell	2,857 -136	-5%	-$17.7K	0.01%	570
2025 Q3	$388K	Sell	2,993 -193	-6%	-$24.7K	0.02%	585
2025 Q2	$394K	Sell	3,186 -503	-14%	-$59.2K	0.02%	558
2025 Q1	$442K	Sell	3,689 -260	-7%	-$32.6K	0.02%	496
2024 Q4	$493K	Buy	3,949 +318	+9%	+$40.6K	0.02%	474
2024 Q3	$449K	Buy	3,631 +57	+2%	+$6.78K	0.02%	482
2024 Q2	$406K	Buy	3,574 +157	+5%	+$17.9K	0.02%	469
2024 Q1	$404K	Sell	3,417 -89	-3%	-$10K	0.02%	464
2023 Q4	$400K	Sell	3,506 -698	-17%	-$71.8K	0.02%	462
2023 Q3	$424K	Sell	4,204 -65	-2%	-$6.95K	0.03%	413
2023 Q2	$457K	Sell	4,269 -1,113	-21%	-$113K	0.03%	417
2023 Q1	$553K	Buy	5,382 +1,160	+27%	+$124K	0.04%	380
2022 Q4	$426K	Sell	4,222 -621	-13%	-$62K	0.03%	428
2022 Q3	$436K	Sell	4,843 -275	-5%	-$27.4K	0.03%	421
2022 Q2	$483K	Sell	5,118 -732	-13%	-$74.7K	0.04%	420
2022 Q1	$641K	Buy	+5,850	New	+$631K	0.04%	379

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 36% in Q2 2026, buying an estimated $124K and bringing the position to 3,273 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #599.

Gladstone Institutional Advisory first reported a position in IJJ in Q1 2022 and has held it in 18 quarters since. The position peaked at $641K in Q1 2022. 329 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Gladstone Institutional Advisory held 3,273 shares of iShares S&P Mid-Cap 400 Value ETF worth $484K as of Q2 2026.
Gladstone Institutional Advisory bought 875 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $124K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #599 holding.
Gladstone Institutional Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 18 quarters since.
Gladstone Institutional Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $641K in Q1 2022.
329 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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