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Gladstone Institutional Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Gladstone Institutional Advisory’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.48M Buy
34,173
+6,030
+21% +$1.56M 0.31% 66
2025
Q4 		$6.93M Sell
28,143
-254
-0.9% -$62.4K 0.26% 89
2025
Q3 		$6.87M Sell
28,397
-688
-2% -$158K 0.26% 87
2025
Q2 		$6.28M Sell
29,085
-6,557
-18% -$1.32M 0.26% 88
2025
Q1 		$7.11M Sell
35,642
-1,676
-4% -$364K 0.33% 73
2024
Q4 		$8.25M Buy
37,318
+6,821
+22% +$1.56M 0.38% 57
2024
Q3 		$6.74M Buy
30,497
+44
+0.1% +$9.41K 0.33% 77
2024
Q2 		$6.18M Sell
30,453
-5,094
-14% -$1.03M 0.32% 79
2024
Q1 		$7.48M Buy
35,547
+5,629
+19% +$1.12M 0.41% 55
2023
Q4 		$6M Buy
29,918
+3,620
+14% +$649K 0.34% 75
2023
Q3 		$4.65M Sell
26,298
-24,643
-48% -$4.63M 0.3% 81
2023
Q2 		$9.54M Buy
50,941
+5,892
+13% +$1.05M 0.58% 30
2023
Q1 		$8.04M Sell
45,049
-10,656
-19% -$1.96M 0.52% 38
2022
Q4 		$9.71M Sell
55,705
-1,947
-3% -$346K 0.69% 23
2022
Q3 		$9.51M Buy
57,652
+35,034
+155% +$6.39M 0.74% 23
2022
Q2 		$3.83M Sell
22,618
-1,712
-7% -$316K 0.3% 81
2022
Q1 		$4.99M Buy
24,330
+2,160
+10% +$441K 0.34% 75
2021
Q4 		$4.93M Buy
22,170
+1,802
+9% +$407K 0.38% 71
2021
Q3 		$4.46M Buy
20,368
+1,430
+8% +$317K 0.44% 61
2021
Q2 		$4.34M Buy
18,938
+5,456
+40% +$1.23M 0.52% 50
2021
Q1 		$2.98M Buy
13,482
+5,005
+59% +$1.09M 0.46% 55
2020
Q4 		$1.66M Buy
8,477
+1,751
+26% +$306K 0.33% 71
2020
Q3 		$1.01M Buy
6,726
+825
+14% +$124K 0.24% 96
2020
Q2 		$845K Sell
5,901
-4,531
-43% -$595K 0.21% 93
2020
Q1 		$1.19M Buy
10,432
+1,239
+13% +$185K 0.31% 71
2019
Q4 		$1.52M Sell
9,193
-434
-5% -$68.6K 0.37% 61
2019
Q3 		$1.46M Buy
9,627
+3,767
+64% +$575K 0.37% 57
2019
Q2 		$911K Buy
5,860
+3,744
+177% +$577K 0.28% 77
2019
Q1 		$324K Sell
2,116
-148
-7% -$22.2K 0.12% 147
2018
Q4 		$303K Buy
+2,264
New +$338K 0.18% 125

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q1 2026, buying an estimated $1.56M and bringing the position to 34,173 shares worth $8.48M. The position accounts for 0.31% of the portfolio, ranked #66.

Gladstone Institutional Advisory first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.71M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Gladstone Institutional Advisory held 34,173 shares of iShares Russell 2000 ETF worth $8.48M as of Q1 2026.
  • Gladstone Institutional Advisory bought 6,030 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.56M.
  • iShares Russell 2000 ETF made up 0.31% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #66 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's iShares Russell 2000 ETF position peaked at $9.71M in Q4 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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