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 Q2	$10.7M	Buy	35,717 +1,544	+5%	+$434K	0.34%	64
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 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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Russell 2000 ETF (IWM) stake by 4.5% in Q2 2026, buying an estimated $434K and bringing the position to 35,717 shares worth $10.7M. The position accounts for 0.34% of the portfolio, ranked #64.

Gladstone Institutional Advisory first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gladstone Institutional Advisory held 35,717 shares of iShares Russell 2000 ETF worth $10.7M as of Q2 2026.
Gladstone Institutional Advisory bought 1,544 iShares Russell 2000 ETF shares in Q2 2026, an estimated $434K.
iShares Russell 2000 ETF made up 0.34% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #64 holding.
Gladstone Institutional Advisory first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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