Gladstone Institutional Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83.1M	Buy	111,015 +6,549	+6%	+$4.77M	2.63%	2
2026 Q1	$68.2M	Buy	104,466 +20,264	+24%	+$13.8M	2.53%	3
2025 Q4	$57.7M	Buy	84,202 +221	+0.3%	+$150K	2.18%	3
2025 Q3	$56.2M	Sell	83,981 -600	-0.7%	-$386K	2.16%	3
2025 Q2	$52.5M	Buy	84,581 +4,037	+5%	+$2.32M	2.17%	3
2025 Q1	$45.3M	Buy	80,544 +2,631	+3%	+$1.55M	2.11%	5
2024 Q4	$45.9M	Buy	77,913 +1,646	+2%	+$974K	2.13%	5
2024 Q3	$44M	Sell	76,267 -3,612	-5%	-$2.01M	2.15%	3
2024 Q2	$43.7M	Buy	79,879 +935	+1%	+$492K	2.28%	4
2024 Q1	$41.5M	Sell	78,944 -3,564	-4%	-$1.78M	2.28%	4
2023 Q4	$39.4M	Buy	82,508 +4,708	+6%	+$2.11M	2.21%	5
2023 Q3	$33.4M	Buy	77,800 +3,626	+5%	+$1.62M	2.16%	7
2023 Q2	$33.1M	Buy	74,174 +5,338	+8%	+$2.25M	2.02%	7
2023 Q1	$28.3M	Buy	68,836 +10,370	+18%	+$4.16M	1.83%	5
2022 Q4	$22.5M	Buy	58,466 +1,295	+2%	+$500K	1.59%	7
2022 Q3	$20.5M	Buy	57,171 +4,245	+8%	+$1.7M	1.6%	5
2022 Q2	$20.1M	Buy	52,926 +2,835	+6%	+$1.17M	1.59%	7
2022 Q1	$22.7M	Buy	50,091 +8,932	+22%	+$3.99M	1.54%	6
2021 Q4	$19.6M	Buy	41,159 +3,818	+10%	+$1.76M	1.52%	5
2021 Q3	$16.1M	Buy	37,341 +9,134	+32%	+$4.05M	1.57%	6
2021 Q2	$12.1M	Sell	28,207 -1,365	-5%	-$572K	1.44%	10
2021 Q1	$11.8M	Sell	29,572 -638	-2%	-$247K	1.83%	8
2020 Q4	$11.3M	Sell	30,210 -576	-2%	-$205K	2.26%	8
2020 Q3	$10.3M	Buy	30,786 +23	+0.1%	+$7.65K	2.47%	9
2020 Q2	$9.53M	Sell	30,763 -1,413	-4%	-$415K	2.42%	7
2020 Q1	$8.31M	Sell	32,176 -189	-0.6%	-$57.9K	2.15%	7
2019 Q4	$10.5M	Buy	32,365 +131	+0.4%	+$40.5K	2.56%	6
2019 Q3	$9.62M	Sell	32,234 -1,342	-4%	-$399K	2.45%	7
2019 Q2	$9.9M	Sell	33,576 -5,281	-14%	-$1.53M	3.02%	5
2019 Q1	$11.1M	Buy	38,857 +338	+0.9%	+$92.4K	4.06%	2
2018 Q4	$9.69M	Buy	+38,519	New	+$10.5M	5.64%	1

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q2 2026, buying an estimated $4.77M and bringing the position to 111,015 shares worth $83.1M. The position accounts for 2.63% of the portfolio, ranked #2.

Gladstone Institutional Advisory first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 2,137 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Gladstone Institutional Advisory held 111,015 shares of iShares Core S&P 500 ETF worth $83.1M as of Q2 2026.
Gladstone Institutional Advisory bought 6,549 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.77M.
iShares Core S&P 500 ETF made up 2.63% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #2 holding.
Gladstone Institutional Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
2,137 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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