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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
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: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares Core S&P US Value ETF (IUSV) stake by 16% in Q1 2026, selling an estimated $149K and leaving 7,482 shares worth $765K. The position accounts for 0.03% of the portfolio, ranked #441.

Gladstone Institutional Advisory first reported a position in IUSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.57M in Q4 2019. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Gladstone Institutional Advisory held 7,482 shares of iShares Core S&P US Value ETF worth $765K as of Q1 2026.
  • Gladstone Institutional Advisory sold 1,420 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $149K.
  • iShares Core S&P US Value ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #441 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Core S&P US Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's iShares Core S&P US Value ETF position peaked at $1.57M in Q4 2019.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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