GIA
IJS icon

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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

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. 326 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.
  • 326 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.