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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$567K	Buy	4,825 +452	+10%	+$50.2K	0.02%	554
2026 Q1	$440K	Sell	4,373 -666	-13%	-$68.4K	0.02%	567
2025 Q4	$488K	Sell	5,039 -205	-4%	-$19.7K	0.02%	505
2025 Q3	$503K	Sell	5,244 -10	-0.2%	-$942	0.02%	518
2025 Q2	$478K	Buy	5,254 +545	+12%	+$46.7K	0.02%	506
2025 Q1	$392K	Buy	4,709 +50	+1%	+$4.5K	0.02%	530
2024 Q4	$424K	Sell	4,659 -488	-9%	-$46K	0.02%	507
2024 Q3	$473K	Buy	5,147 +180	+4%	+$16.1K	0.02%	461
2024 Q2	$438K	Sell	4,967 -415	-8%	-$36.7K	0.02%	450
2024 Q1	$491K	Sell	5,382 -89	-2%	-$7.42K	0.03%	415
2023 Q4	$433K	Sell	5,471 -901	-14%	-$66.1K	0.02%	440
2023 Q3	$460K	Sell	6,372 -185	-3%	-$13.9K	0.03%	398
2023 Q2	$492K	Sell	6,557 -35	-0.5%	-$2.5K	0.03%	400
2023 Q1	$471K	Sell	6,592 -517	-7%	-$36.9K	0.03%	421
2022 Q4	$486K	Sell	7,109 -879	-11%	-$60.4K	0.03%	402
2022 Q3	$503K	Sell	7,988 -147	-2%	-$10.1K	0.04%	387
2022 Q2	$518K	Sell	8,135 -666	-8%	-$46.8K	0.04%	405
2022 Q1	$680K	Buy	8,801 +2,116	+32%	+$164K	0.05%	367
2021 Q4	$570K	Sell	6,685 -1,058	-14%	-$88.7K	0.04%	352
2021 Q3	$613K	Buy	7,743 +6	+0.1%	+$487	0.06%	287
2021 Q2	$626K	Sell	7,737 -298	-4%	-$23.9K	0.07%	257
2021 Q1	$630K	Buy	8,035 +229	+3%	+$17.6K	0.1%	206
2020 Q4	$564K	Buy	7,806 +2	+0%	+$133	0.11%	150
2020 Q3	$467K	Buy	7,804 +4	+0.1%	+$238	0.11%	150
2020 Q2	$437K	Sell	7,800 -2,004	-20%	-$104K	0.11%	140
2020 Q1	$437K	Sell	9,804 -260	-3%	-$14.3K	0.11%	151
2019 Q4	$599K	Sell	10,064 -196	-2%	-$11.2K	0.15%	120
2019 Q3	$574K	Buy	+10,260	New	+$577K	0.15%	125

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 10% in Q2 2026, buying an estimated $50.2K and bringing the position to 4,825 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #554.

Gladstone Institutional Advisory first reported a position in IJK in Q3 2019 and has held it in 28 quarters since. The position peaked at $680K in Q1 2022. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Gladstone Institutional Advisory held 4,825 shares of iShares S&P Mid-Cap 400 Growth ETF worth $567K as of Q2 2026.
Gladstone Institutional Advisory bought 452 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $50.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #554 holding.
Gladstone Institutional Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2019 and has held it in 28 quarters since.
Gladstone Institutional Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $680K in Q1 2022.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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