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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.87M	Buy	32,449 +2,178	+7%	+$507K	0.25%	85
2026 Q1	$6.47M	Buy	30,271 +547	+2%	+$120K	0.24%	86
2025 Q4	$6.25M	Sell	29,724 -368	-1%	-$76K	0.24%	96
2025 Q3	$6.13M	Buy	30,092 +116	+0.4%	+$23.1K	0.24%	100
2025 Q2	$5.82M	Buy	29,976 +100	+0.3%	+$18.5K	0.24%	96
2025 Q1	$5.62M	Buy	29,876 +783	+3%	+$149K	0.26%	95
2024 Q4	$5.39M	Sell	29,093 -40	-0.1%	-$7.67K	0.25%	92
2024 Q3	$5.53M	Sell	29,133 -546	-2%	-$99.5K	0.27%	92
2024 Q2	$5.18M	Buy	29,679 +258	+0.9%	+$45.1K	0.27%	97
2024 Q1	$5.27M	Sell	29,421 -375	-1%	-$63.5K	0.29%	90
2023 Q4	$4.92M	Buy	29,796 +1,446	+5%	+$223K	0.28%	96
2023 Q3	$4.3M	Buy	28,350 +28	+0.1%	+$4.44K	0.28%	94
2023 Q2	$4.47M	Buy	28,322 +10	+0%	+$1.53K	0.27%	97
2023 Q1	$4.31M	Sell	28,312 -163	-0.6%	-$25.2K	0.28%	99
2022 Q4	$4.32M	Buy	28,475 +164	+0.6%	+$24.5K	0.3%	92
2022 Q3	$3.85M	Sell	28,311 -1,868	-6%	-$281K	0.3%	84
2022 Q2	$4.38M	Buy	30,179 +44	+0.1%	+$6.88K	0.35%	68
2022 Q1	$5M	Sell	30,135 -237	-0.8%	-$38.9K	0.34%	74
2021 Q4	$5.1M	Buy	30,372 +531	+2%	+$87K	0.4%	69
2021 Q3	$4.67M	Buy	29,841 +514	+2%	+$82.4K	0.46%	57
2021 Q2	$4.65M	Buy	29,327 +3,074	+12%	+$487K	0.55%	44
2021 Q1	$3.98M	Buy	26,253 +19,098	+267%	+$2.76M	0.62%	43
2020 Q4	$978K	Hold	7,155	–	–	0.19%	104
2020 Q3	$845K	Sell	7,155 -148	-2%	-$17.6K	0.2%	107
2020 Q2	$823K	Sell	7,303 -217	-3%	-$23.9K	0.21%	97
2020 Q1	$746K	Sell	7,520 -70	-0.9%	-$8.72K	0.19%	110
2019 Q4	$1.04M	Sell	7,590 -135	-2%	-$17.8K	0.25%	84
2019 Q3	$991K	Buy	7,725 +1,352	+21%	+$172K	0.25%	80
2019 Q2	$811K	Sell	6,373 -44	-0.7%	-$5.51K	0.25%	90
2019 Q1	$793K	Sell	6,417 -721	-10%	-$86.7K	0.29%	75
2018 Q4	$793K	Buy	+7,138	New	+$855K	0.46%	49

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Russell 1000 Value ETF (IWD) stake by 7.2% in Q2 2026, buying an estimated $507K and bringing the position to 32,449 shares worth $7.87M. The position accounts for 0.25% of the portfolio, ranked #85.

Gladstone Institutional Advisory first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Gladstone Institutional Advisory held 32,449 shares of iShares Russell 1000 Value ETF worth $7.87M as of Q2 2026.
Gladstone Institutional Advisory bought 2,178 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $507K.
iShares Russell 1000 Value ETF made up 0.25% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #85 holding.
Gladstone Institutional Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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