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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gladstone Institutional Advisory's IJK Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 13% in Q1 2026, selling an estimated $68.4K and leaving 4,373 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #567.

Gladstone Institutional Advisory first reported a position in IJK in Q3 2019 and has held it in 27 quarters since. The position peaked at $680K in Q1 2022. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Gladstone Institutional Advisory held 4,373 shares of iShares S&P Mid-Cap 400 Growth ETF worth $440K as of Q1 2026.
  • Gladstone Institutional Advisory sold 666 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $68.4K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #567 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 27 quarters since.
  • Gladstone Institutional Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $680K in Q1 2022.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.