Gladstone Institutional Advisory’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Sell	2,430 -783	-24%	-$101K	0.01%	711
2026 Q1	$381K	Sell	3,213 -97	-3%	-$11.7K	0.01%	600
2025 Q4	$376K	Sell	3,310 -492	-13%	-$55.1K	0.01%	569
2025 Q3	$420K	Sell	3,802 -142	-4%	-$15.1K	0.02%	563
2025 Q2	$392K	Sell	3,944 -1,190	-23%	-$112K	0.02%	560
2025 Q1	$500K	Sell	5,134 -684	-12%	-$72.2K	0.02%	466
2024 Q4	$632K	Buy	5,818 +2,034	+54%	+$225K	0.03%	406
2024 Q3	$407K	Buy	3,784 +291	+8%	+$30.2K	0.02%	505
2024 Q2	$340K	Buy	3,493 +452	+15%	+$44.4K	0.02%	515
2024 Q1	$312K	Sell	3,041 -1,146	-27%	-$114K	0.02%	521
2023 Q4	$432K	Buy	4,187 +116	+3%	+$10.6K	0.02%	443
2023 Q3	$363K	Sell	4,071 -245	-6%	-$23.3K	0.02%	452
2023 Q2	$410K	Sell	4,316 -104	-2%	-$9.51K	0.03%	439
2023 Q1	$414K	Buy	4,420 +243	+6%	+$23.7K	0.03%	450
2022 Q4	$381K	Buy	4,177 +81	+2%	+$7.46K	0.03%	451
2022 Q3	$338K	Sell	4,096 -6,792	-62%	-$628K	0.03%	467
2022 Q2	$969K	Buy	10,888 +445	+4%	+$42.7K	0.08%	280
2022 Q1	$1.07M	Buy	+10,443	New	+$1.06M	0.07%	281

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

GIA

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

Gladstone Institutional Advisory reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 24% in Q2 2026, selling an estimated $101K and leaving 2,430 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #711.

Gladstone Institutional Advisory first reported a position in IJS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.07M in Q1 2022. 319 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Gladstone Institutional Advisory held 2,430 shares of iShares S&P Small-Cap 600 Value ETF worth $332K as of Q2 2026.
Gladstone Institutional Advisory sold 783 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $101K.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #711 holding.
Gladstone Institutional Advisory first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 18 quarters since.
Gladstone Institutional Advisory's iShares S&P Small-Cap 600 Value ETF position peaked at $1.07M in Q1 2022.
319 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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