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

Gladstone Institutional Advisory’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
+1,212
New +$196K 0.01% 844
2026
Q1 		– Sell
-1,579
Closed -$223K – 863
2025
Q4 		$223K Sell
1,579
-21
-1% -$2.97K 0.01% 723
2025
Q3 		$226K Sell
1,600
-93
-5% -$12.8K 0.01% 730
2025
Q2 		$225K Buy
+1,693
New +$212K 0.01% 682
2024
Q3 		– Sell
-1,611
Closed -$207K – 705
2024
Q2 		$207K Buy
1,611
+56
+4% +$7.16K 0.01% 621
2024
Q1 		$203K Buy
+1,555
New +$194K 0.01% 608

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Gladstone Institutional Advisory opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 1,212 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in IJT as recently as Q4 2025.

Gladstone Institutional Advisory first reported a position in IJT in Q1 2024 and has held it in 6 quarters since. The position peaked at $226K in Q3 2025. 290 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Gladstone Institutional Advisory held 1,212 shares of iShares S&P Small-Cap 600 Growth ETF worth $216K as of Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF was a new Gladstone Institutional Advisory position in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #844 holding.
  • Gladstone Institutional Advisory first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • Gladstone Institutional Advisory's iShares S&P Small-Cap 600 Growth ETF position peaked at $226K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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