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 Q2	$7.26M	Buy	58,453 +1,509	+3%	+$182K	0.23%	94
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

Gladstone Institutional Advisory increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q2 2026, buying an estimated $182K and bringing the position to 58,453 shares worth $7.26M. The position accounts for 0.23% of the portfolio, ranked #94.

Gladstone Institutional Advisory first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.84M in Q4 2024. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Gladstone Institutional Advisory held 58,453 shares of iShares Russell 1000 Growth ETF worth $7.26M as of Q2 2026.
Gladstone Institutional Advisory bought 1,509 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $182K.
iShares Russell 1000 Growth ETF made up 0.23% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #94 holding.
Gladstone Institutional Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Gladstone Institutional Advisory's iShares Russell 1000 Growth ETF position peaked at $8.84M in Q4 2024.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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