Gladstone Institutional Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$827K	Buy	7,504 +22	+0.3%	+$2.38K	0.03%	460
2026 Q1	$765K	Sell	7,482 -1,420	-16%	-$149K	0.03%	441
2025 Q4	$913K	Sell	8,902 -511	-5%	-$51.8K	0.03%	382
2025 Q3	$941K	Buy	9,413 +167	+2%	+$16.3K	0.04%	378
2025 Q2	$875K	Buy	9,246 +2,388	+35%	+$216K	0.04%	371
2025 Q1	$633K	Buy	6,858 +403	+6%	+$37.8K	0.03%	414
2024 Q4	$598K	Sell	6,455 -119	-2%	-$11.4K	0.03%	427
2024 Q3	$628K	Sell	6,574 -128	-2%	-$11.8K	0.03%	401
2024 Q2	$591K	Buy	6,702 +41	+0.6%	+$3.61K	0.03%	392
2024 Q1	$602K	Sell	6,661 -1,287	-16%	-$111K	0.03%	375
2023 Q4	$670K	Buy	7,948 +150	+2%	+$11.7K	0.04%	358
2023 Q3	$582K	Buy	7,798 +33	+0.4%	+$2.59K	0.04%	359
2023 Q2	$608K	Buy	7,765 +107	+1%	+$7.99K	0.04%	365
2023 Q1	$565K	Sell	7,658 -384	-5%	-$28.3K	0.04%	377
2022 Q4	$568K	Sell	8,042 -64	-0.8%	-$4.45K	0.04%	372
2022 Q3	$507K	Buy	8,106 +460	+6%	+$31.8K	0.04%	386
2022 Q2	$511K	Sell	7,646 -2,549	-25%	-$183K	0.04%	407
2022 Q1	$774K	Buy	10,195 +2,730	+37%	+$205K	0.05%	345
2021 Q4	$570K	Buy	7,465 +201	+3%	+$14.9K	0.04%	353
2021 Q3	$515K	Buy	7,264 +137	+2%	+$9.95K	0.05%	314
2021 Q2	$513K	Buy	7,127 +1,630	+30%	+$117K	0.06%	294
2021 Q1	$379K	Buy	5,497 +1,197	+28%	+$78.5K	0.06%	281
2020 Q4	$267K	Buy	4,300 +73	+2%	+$4.28K	0.05%	243
2020 Q3	$229K	Sell	4,227 -143	-3%	-$7.82K	0.05%	238
2020 Q2	$228K	Sell	4,370 -20,111	-82%	-$1.03M	0.06%	204
2020 Q1	$1.13M	Sell	24,481 -383	-2%	-$22K	0.29%	76
2019 Q4	$1.57M	Buy	24,864 +301	+1%	+$18.1K	0.38%	59
2019 Q3	$1.42M	Sell	24,563 -928	-4%	-$52.8K	0.36%	58
2019 Q2	$1.44M	Buy	25,491 +19,660	+337%	+$1.1M	0.44%	50
2019 Q1	$320K	Buy	5,831 +111	+2%	+$5.93K	0.12%	148
2018 Q4	$281K	Buy	+5,720	New	+$304K	0.16%	132

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

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

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

Gladstone Institutional Advisory increased its iShares Core S&P US Value ETF (IUSV) stake by 0.29% in Q2 2026, buying an estimated $2.38K and bringing the position to 7,504 shares worth $827K. The position accounts for 0.03% of the portfolio, ranked #460.

Gladstone Institutional Advisory first reported a position in IUSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.57M in Q4 2019. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Gladstone Institutional Advisory held 7,504 shares of iShares Core S&P US Value ETF worth $827K as of Q2 2026.
Gladstone Institutional Advisory bought 22 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $2.38K.
iShares Core S&P US Value ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #460 holding.
Gladstone Institutional Advisory first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 31 quarters since.
Gladstone Institutional Advisory's iShares Core S&P US Value ETF position peaked at $1.57M in Q4 2019.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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