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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.7M	Buy	220,151 +2,908	+1%	+$399K	1.03%	17
2026 Q1	$27M	Buy	217,243 +7,264	+3%	+$923K	1%	17
2025 Q4	$25.2M	Buy	209,979 +10,169	+5%	+$1.22M	0.95%	20
2025 Q3	$23.7M	Buy	199,810 +9,978	+5%	+$1.15M	0.91%	20
2025 Q2	$20.7M	Buy	189,832 +3,388	+2%	+$350K	0.86%	22
2025 Q1	$19.5M	Buy	186,444 +13,002	+7%	+$1.47M	0.91%	21
2024 Q4	$20M	Buy	173,442 +23,266	+15%	+$2.78M	0.93%	22
2024 Q3	$17.6M	Buy	150,176 +6,429	+4%	+$726K	0.86%	20
2024 Q2	$15.3M	Buy	143,747 +3,245	+2%	+$347K	0.8%	23
2024 Q1	$15.5M	Buy	140,502 +15,531	+12%	+$1.65M	0.85%	22
2023 Q4	$13.5M	Buy	124,971 +3,412	+3%	+$329K	0.76%	23
2023 Q3	$11.5M	Buy	121,559 +5,929	+5%	+$592K	0.74%	23
2023 Q2	$11.5M	Buy	115,630 +3,734	+3%	+$356K	0.7%	22
2023 Q1	$10.8M	Sell	111,896 -2,289	-2%	-$229K	0.7%	23
2022 Q4	$10.8M	Sell	114,185 -4,739	-4%	-$455K	0.76%	19
2022 Q3	$10.4M	Buy	118,924 +7,214	+6%	+$701K	0.81%	20
2022 Q2	$10.3M	Sell	111,710 -5,745	-5%	-$571K	0.82%	20
2022 Q1	$12.7M	Buy	117,455 +32,351	+38%	+$3.49M	0.86%	18
2021 Q4	$9.74M	Buy	85,104 +14,151	+20%	+$1.61M	0.75%	22
2021 Q3	$7.75M	Buy	70,953 +33,197	+88%	+$3.66M	0.76%	25
2021 Q2	$4.27M	Buy	37,756 +687	+2%	+$76.6K	0.51%	52
2021 Q1	$4.02M	Buy	37,069 +6,386	+21%	+$668K	0.63%	42
2020 Q4	$2.82M	Buy	30,683 +12,863	+72%	+$1.06M	0.56%	47
2020 Q3	$1.25M	Sell	17,820 -1,378	-7%	-$98.8K	0.3%	74
2020 Q2	$1.31M	Buy	19,198 +19	+0.1%	+$1.2K	0.33%	70
2020 Q1	$1.08M	Buy	19,179 +2,301	+14%	+$171K	0.28%	82
2019 Q4	$1.42M	Buy	16,878 +1,720	+11%	+$138K	0.35%	66
2019 Q3	$1.18M	Buy	15,158 +1,157	+8%	+$89.6K	0.3%	67
2019 Q2	$1.1M	Sell	14,001 -5,887	-30%	-$457K	0.33%	60
2019 Q1	$1.53M	Buy	19,888 +3,588	+22%	+$276K	0.56%	43
2018 Q4	$1.13M	Buy	+16,300	New	+$1.26M	0.66%	35

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.3% in Q2 2026, buying an estimated $399K and bringing the position to 220,151 shares worth $32.7M. The position accounts for 1.03% of the portfolio, ranked #17.

Gladstone Institutional Advisory first reported a position in IJR in Q4 2018 and has held it in 31 quarters since. 2,841 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Gladstone Institutional Advisory held 220,151 shares of iShares Core S&P Small-Cap ETF worth $32.7M as of Q2 2026.
Gladstone Institutional Advisory bought 2,908 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $399K.
iShares Core S&P Small-Cap ETF made up 1.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #17 holding.
Gladstone Institutional Advisory first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,841 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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