Gladstone Institutional Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.7M	Buy	332,038 +9,047	+3%	+$1.19M	1.44%	10
2026 Q1	$36.5M	Buy	322,991 +53,269	+20%	+$6.41M	1.35%	12
2025 Q4	$33.2M	Buy	269,722 +960	+0.4%	+$117K	1.26%	13
2025 Q3	$32.4M	Buy	268,762 +4,105	+2%	+$472K	1.25%	14
2025 Q2	$29.1M	Buy	264,657 +16,362	+7%	+$1.62M	1.2%	14
2025 Q1	$23M	Buy	248,295 +7,182	+3%	+$724K	1.07%	15
2024 Q4	$24.5M	Buy	241,113 +32,435	+16%	+$3.24M	1.14%	13
2024 Q3	$20M	Buy	208,678 +10,488	+5%	+$968K	0.98%	17
2024 Q2	$18.3M	Buy	198,190 +4,830	+2%	+$416K	0.96%	18
2024 Q1	$16.3M	Sell	193,360 -4,206	-2%	-$338K	0.9%	19
2023 Q4	$14.8M	Sell	197,566 -12,054	-6%	-$858K	0.83%	21
2023 Q3	$14.3M	Buy	209,620 +3,980	+2%	+$282K	0.93%	18
2023 Q2	$14.5M	Buy	205,640 +6,484	+3%	+$429K	0.88%	17
2023 Q1	$12.7M	Sell	199,156 -25,823	-11%	-$1.58M	0.82%	19
2022 Q4	$13.2M	Sell	224,979 -27,838	-11%	-$1.67M	0.93%	16
2022 Q3	$14.6M	Buy	252,817 +15,696	+7%	+$1.02M	1.14%	11
2022 Q2	$14.3M	Buy	237,121 +7,080	+3%	+$469K	1.13%	13
2022 Q1	$17.6M	Buy	230,041 +12,188	+6%	+$916K	1.19%	9
2021 Q4	$18.2M	Buy	217,853 +5,739	+3%	+$462K	1.41%	7
2021 Q3	$15.7M	Buy	212,114 +38,033	+22%	+$2.9M	1.53%	7
2021 Q2	$12.7M	Sell	174,081 -8,751	-5%	-$606K	1.5%	9
2021 Q1	$11.9M	Sell	182,832 -1,604	-0.9%	-$104K	1.85%	7
2020 Q4	$11.8M	Buy	184,436 +308	+0.2%	+$18.7K	2.34%	7
2020 Q3	$10.6M	Buy	184,128 +2,372	+1%	+$134K	2.54%	8
2020 Q2	$9.43M	Sell	181,756 -220	-0.1%	-$10.5K	2.4%	8
2020 Q1	$7.51M	Buy	181,976 +20,760	+13%	+$982K	1.94%	10
2019 Q4	$7.8M	Buy	161,216 +4,904	+3%	+$227K	1.91%	10
2019 Q3	$7.04M	Buy	156,312 +137,064	+712%	+$6.2M	1.79%	13
2019 Q2	$863K	Buy	19,248 +10,172	+112%	+$447K	0.26%	85
2019 Q1	$391K	Sell	9,076 -708	-7%	-$29K	0.14%	130
2018 Q4	$369K	Buy	+9,784	New	+$396K	0.21%	109

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q2 2026, buying an estimated $1.19M and bringing the position to 332,038 shares worth $45.7M. The position accounts for 1.44% of the portfolio, ranked #10.

Gladstone Institutional Advisory first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Gladstone Institutional Advisory held 332,038 shares of iShares S&P 500 Growth ETF worth $45.7M as of Q2 2026.
Gladstone Institutional Advisory bought 9,047 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $1.19M.
iShares S&P 500 Growth ETF made up 1.44% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #10 holding.
Gladstone Institutional Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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