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Gladstone Institutional Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Gladstone Institutional Advisory’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Buy
6,483
+4,175
+181% +$1.65M 0.08% 241
2026
Q1 		$823K Sell
2,308
-193
-8% -$71.9K 0.03% 419
2025
Q4 		$934K Sell
2,501
-138
-5% -$51.1K 0.04% 379
2025
Q3 		$965K Sell
2,639
-4
-0.2% -$1.41K 0.04% 373
2025
Q2 		$897K Sell
2,643
-67
-2% -$21K 0.04% 364
2025
Q1 		$831K Sell
2,710
-103
-4% -$33.3K 0.04% 365
2024
Q4 		$906K Sell
2,813
-23
-0.8% -$7.45K 0.04% 343
2024
Q3 		$892K Buy
2,836
+17
+0.6% +$5.15K 0.04% 340
2024
Q2 		$839K Sell
2,819
-84
-3% -$24.1K 0.04% 325
2024
Q1 		$836K Buy
2,903
+33
+1% +$9.04K 0.05% 316
2023
Q4 		$753K Buy
2,870
+417
+17% +$102K 0.04% 337
2023
Q3 		$576K Hold
2,453
– – 0.04% 361
2023
Q2 		$598K Buy
+2,453
New +$565K 0.04% 370

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Russell 1000 ETF (IWB) stake by 181% in Q2 2026, buying an estimated $1.65M and bringing the position to 6,483 shares worth $2.65M. The position accounts for 0.08% of the portfolio, ranked #241.

Gladstone Institutional Advisory first reported a position in IWB in Q2 2023 and has held it in 13 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Gladstone Institutional Advisory held 6,483 shares of iShares Russell 1000 ETF worth $2.65M as of Q2 2026.
  • Gladstone Institutional Advisory bought 4,175 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.65M.
  • iShares Russell 1000 ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #241 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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