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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q1 2026, buying an estimated $923K and bringing the position to 217,243 shares worth $27M. The position accounts for 1% of the portfolio, ranked #17.

Gladstone Institutional Advisory first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Gladstone Institutional Advisory held 217,243 shares of iShares Core S&P Small-Cap ETF worth $27M as of Q1 2026.
Gladstone Institutional Advisory bought 7,264 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $923K.
iShares Core S&P Small-Cap ETF made up 1% of Gladstone Institutional Advisory's portfolio in Q1 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 30 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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