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Gladstone Institutional Advisory’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Gladstone Institutional Advisory’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58M Sell
34,130
-2,010
-6% -$143K 0.08% 247
2026
Q1 		$2.35M Sell
36,140
-400
-1% -$27K 0.09% 241
2025
Q4 		$2.38M Sell
36,540
-925
-2% -$59.5K 0.09% 231
2025
Q3 		$2.38M Sell
37,465
-375
-1% -$23K 0.09% 219
2025
Q2 		$2.21M Sell
37,840
-410
-1% -$22.4K 0.09% 229
2025
Q1 		$2.07M Sell
38,250
-606
-2% -$35.4K 0.1% 224
2024
Q4 		$2.28M Sell
38,856
-684
-2% -$41.4K 0.11% 205
2024
Q3 		$2.32M Sell
39,540
-852
-2% -$48K 0.11% 202
2024
Q2 		$2.18M Sell
40,392
-780
-2% -$42K 0.11% 211
2024
Q1 		$2.31M Sell
41,172
-1,914
-4% -$102K 0.13% 192
2023
Q4 		$2.31M Buy
43,086
+1,044
+2% +$50K 0.13% 192
2023
Q3 		$1.98M Sell
42,042
-1,100
-3% -$54.8K 0.13% 183
2023
Q2 		$2.15M Sell
43,142
-250
-0.6% -$11.8K 0.13% 186
2023
Q1 		$2.06M Sell
43,392
-1,290
-3% -$62.6K 0.13% 190
2022
Q4 		$2.04M Buy
44,682
+4,650
+12% +$215K 0.14% 188
2022
Q3 		$1.71M Sell
40,032
-1,535
-4% -$72.9K 0.13% 188
2022
Q2 		$1.84M Buy
41,567
+325
+0.8% +$15.7K 0.15% 171
2022
Q1 		$2.21M Buy
+41,242
New +$2.19M 0.15% 175

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 5.6% in Q2 2026, selling an estimated $143K and leaving 34,130 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #247.

Gladstone Institutional Advisory first reported a position in ISCB in Q1 2022 and has held it in 18 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Gladstone Institutional Advisory held 34,130 shares of iShares Morningstar Small-Cap ETF worth $2.58M as of Q2 2026.
  • Gladstone Institutional Advisory sold 2,010 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $143K.
  • iShares Morningstar Small-Cap ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #247 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

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