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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.07M	Sell	56,944 -3,872	-6%	-$439K	0.22%	96
2025 Q4	$7.2M	Sell	60,816 -3,796	-6%	-$450K	0.27%	83
2025 Q3	$7.57M	Sell	64,612 -2,056	-3%	-$229K	0.29%	72
2025 Q2	$7.08M	Sell	66,668 -2,972	-4%	-$284K	0.29%	76
2025 Q1	$6.29M	Sell	69,640 -18,460	-21%	-$1.82M	0.29%	83
2024 Q4	$8.84M	Buy	88,100 +4,052	+5%	+$399K	0.41%	51
2024 Q3	$7.89M	Sell	84,048 -3,024	-3%	-$274K	0.39%	65
2024 Q2	$7.93M	Buy	87,072 +3,992	+5%	+$341K	0.41%	57
2024 Q1	$7M	Sell	83,080 -6,232	-7%	-$502K	0.38%	61
2023 Q4	$6.77M	Sell	89,312 -380	-0.4%	-$26.9K	0.38%	64
2023 Q3	$5.96M	Sell	89,692 -428	-0.5%	-$29.6K	0.39%	62
2023 Q2	$6.2M	Sell	90,120 -2,328	-3%	-$148K	0.38%	63
2023 Q1	$5.65M	Sell	92,448 -3,308	-3%	-$191K	0.37%	67
2022 Q4	$5.13M	Sell	95,756 -1,740	-2%	-$95.7K	0.36%	66
2022 Q3	$5.13M	Sell	97,496 -3,160	-3%	-$186K	0.4%	53
2022 Q2	$5.5M	Buy	100,656 +2,600	+3%	+$156K	0.44%	48
2022 Q1	$6.81M	Sell	98,056 -1,376	-1%	-$93.9K	0.46%	45
2021 Q4	$7.6M	Sell	99,432 -172	-0.2%	-$12.8K	0.59%	38
2021 Q3	$6.82M	Buy	99,604 +92	+0.1%	+$6.51K	0.67%	31
2021 Q2	$6.75M	Buy	99,512 +6,724	+7%	+$434K	0.8%	31
2021 Q1	$5.64M	Buy	92,788 +35,876	+63%	+$2.18M	0.88%	26
2020 Q4	$3.43M	Sell	56,912 -9,404	-14%	-$535K	0.68%	36
2020 Q3	$3.6M	Buy	66,316 +6,632	+11%	+$349K	0.86%	28
2020 Q2	$2.86M	Buy	59,684 +7,920	+15%	+$349K	0.73%	34
2020 Q1	$1.95M	Buy	51,764 +7,296	+16%	+$314K	0.5%	47
2019 Q4	$1.96M	Buy	44,468 +7,664	+21%	+$320K	0.48%	52
2019 Q3	$1.47M	Buy	36,804 +14,112	+62%	+$566K	0.37%	54
2019 Q2	$893K	Sell	22,692 -1,172	-5%	-$45.4K	0.27%	80
2019 Q1	$903K	Buy	23,864 +272	+1%	+$9.77K	0.33%	66
2018 Q4	$772K	Buy	+23,592	New	+$832K	0.45%	50

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.4% in Q1 2026, selling an estimated $439K and leaving 56,944 shares worth $6.07M. The position accounts for 0.22% of the portfolio, ranked #96.

Gladstone Institutional Advisory first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.84M in Q4 2024. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Gladstone Institutional Advisory held 56,944 shares of iShares Russell 1000 Growth ETF worth $6.07M as of Q1 2026.
Gladstone Institutional Advisory sold 3,872 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $439K.
iShares Russell 1000 Growth ETF made up 0.22% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #96 holding.
Gladstone Institutional Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Gladstone Institutional Advisory's iShares Russell 1000 Growth ETF position peaked at $8.84M in Q4 2024.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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