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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory's IWB Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 7.7% in Q1 2026, selling an estimated $71.9K and leaving 2,308 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #419.

Gladstone Institutional Advisory first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. The position peaked at $965K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Gladstone Institutional Advisory held 2,308 shares of iShares Russell 1000 ETF worth $823K as of Q1 2026.
  • Gladstone Institutional Advisory sold 193 iShares Russell 1000 ETF shares in Q1 2026, an estimated $71.9K.
  • iShares Russell 1000 ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #419 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
  • Gladstone Institutional Advisory's iShares Russell 1000 ETF position peaked at $965K in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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