Gladstone Institutional Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1M	Sell	6,448 -1,200	-16%	-$198K	0.04%	371
2025 Q4	$1.28M	Sell	7,648 -1,128	-13%	-$188K	0.05%	322
2025 Q3	$1.44M	Buy	8,776 +133	+2%	+$20.9K	0.06%	297
2025 Q2	$1.3M	Buy	8,643 +1,779	+26%	+$241K	0.05%	305
2025 Q1	$872K	Buy	6,864 +865	+14%	+$120K	0.04%	356
2024 Q4	$836K	Sell	5,999 -13	-0.2%	-$1.78K	0.04%	359
2024 Q3	$793K	Sell	6,012 -300	-5%	-$38.2K	0.04%	356
2024 Q2	$805K	Buy	6,312 +184	+3%	+$21.9K	0.04%	328
2024 Q1	$718K	Sell	6,128 -939	-13%	-$104K	0.04%	344
2023 Q4	$736K	Buy	7,067 +264	+4%	+$26K	0.04%	342
2023 Q3	$645K	Buy	6,803 +75	+1%	+$7.36K	0.04%	347
2023 Q2	$657K	Buy	6,728 +1,236	+23%	+$113K	0.04%	352
2023 Q1	$488K	Sell	5,492 -653	-11%	-$55.6K	0.03%	409
2022 Q4	$501K	Sell	6,145 -103	-2%	-$8.61K	0.04%	393
2022 Q3	$501K	Buy	6,248 +328	+6%	+$29.5K	0.04%	388
2022 Q2	$496K	Sell	5,920 -3,788	-39%	-$347K	0.04%	413
2022 Q1	$1.03M	Buy	9,708 +3,866	+66%	+$402K	0.07%	287
2021 Q4	$676K	Buy	5,842 +181	+3%	+$20.2K	0.05%	319
2021 Q3	$580K	Buy	5,661 +167	+3%	+$17.6K	0.06%	296
2021 Q2	$555K	Buy	5,494 +339	+7%	+$32.7K	0.07%	277
2021 Q1	$468K	Buy	5,155 +1,009	+24%	+$90.9K	0.07%	243
2020 Q4	$368K	Sell	4,146 -1	-0%	-$84	0.07%	200
2020 Q3	$332K	Sell	4,147 -222	-5%	-$17.4K	0.08%	194
2020 Q2	$314K	Sell	4,369 -24,207	-85%	-$1.61M	0.08%	170
2020 Q1	$1.63M	Sell	28,576 -766	-3%	-$50.4K	0.42%	55
2019 Q4	$1.99M	Buy	29,342 +480	+2%	+$31.1K	0.49%	50
2019 Q3	$1.81M	Sell	28,862 -1,162	-4%	-$73.5K	0.46%	52
2019 Q2	$1.88M	Buy	30,024 +26,103	+666%	+$1.61M	0.57%	42
2019 Q1	$237K	Buy	+3,921	New	+$225K	0.09%	184

Other funds holding IUSG

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

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

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

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

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

MFG

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its iShares Core S&P US Growth ETF (IUSG) stake by 16% in Q1 2026, selling an estimated $198K and leaving 6,448 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #371.

Gladstone Institutional Advisory first reported a position in IUSG in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.99M in Q4 2019. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Gladstone Institutional Advisory held 6,448 shares of iShares Core S&P US Growth ETF worth $1M as of Q1 2026.
Gladstone Institutional Advisory sold 1,200 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $198K.
iShares Core S&P US Growth ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #371 holding.
Gladstone Institutional Advisory first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 29 quarters since.
Gladstone Institutional Advisory's iShares Core S&P US Growth ETF position peaked at $1.99M in Q4 2019.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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