Gladstone Institutional Advisory’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$768K	Buy	4,150 +353	+9%	+$63.5K	0.02%	480
2026 Q1	$609K	Buy	3,797 +1,350	+55%	+$228K	0.02%	494
2025 Q4	$418K	Buy	2,447 +510	+26%	+$86.2K	0.02%	540
2025 Q3	$322K	Buy	1,937 +464	+32%	+$73.8K	0.01%	624
2025 Q2	$226K	Buy	+1,473	New	+$208K	0.01%	680

Other funds holding IWL

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

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Russell Top 200 ETF (IWL) stake by 9.3% in Q2 2026, buying an estimated $63.5K and bringing the position to 4,150 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #480.

Gladstone Institutional Advisory first reported a position in IWL in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Gladstone Institutional Advisory held 4,150 shares of iShares Russell Top 200 ETF worth $768K as of Q2 2026.
Gladstone Institutional Advisory bought 353 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $63.5K.
iShares Russell Top 200 ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #480 holding.
Gladstone Institutional Advisory first reported a position in iShares Russell Top 200 ETF in Q2 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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