Gladstone Institutional Advisory
IWN icon

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

Gladstone Institutional Advisory’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.23M Buy
5,896
+2,040
+53% +$451K 0.04% 414
2026
Q2 		$853K Buy
3,856
+100
+3% +$20.9K 0.03% 451
2026
Q1 		$712K Buy
3,756
+1
+0% +$194 0.03% 456
2025
Q4 		$681K Sell
3,755
-6
-0.2% -$1.08K 0.03% 438
2025
Q3 		$665K Buy
3,761
+61
+2% +$10.3K 0.03% 445
2025
Q2 		$584K Buy
3,700
+54
+1% +$8.04K 0.02% 455
2025
Q1 		$551K Sell
3,646
-76
-2% -$12.3K 0.03% 443
2024
Q4 		$611K Buy
3,722
+194
+5% +$33.1K 0.03% 420
2024
Q3 		$589K Sell
3,528
-10
-0.3% -$1.62K 0.03% 412
2024
Q2 		$539K Sell
3,538
-28
-0.8% -$4.28K 0.03% 412
2024
Q1 		$566K Buy
3,566
+7
+0.2% +$1.06K 0.03% 384
2023
Q4 		$553K Buy
3,559
+200
+6% +$27.7K 0.03% 397
2023
Q3 		$455K Buy
3,359
+70
+2% +$10K 0.03% 400
2023
Q2 		$463K Sell
3,289
-280
-8% -$37.9K 0.03% 412
2023
Q1 		$489K Sell
3,569
-19
-0.5% -$2.75K 0.03% 407
2022
Q4 		$498K Buy
3,588
+119
+3% +$16.8K 0.04% 396
2022
Q3 		$447K Sell
3,469
-160
-4% -$23.1K 0.03% 418
2022
Q2 		$494K Buy
3,629
+45
+1% +$6.7K 0.04% 415
2022
Q1 		$578K Sell
3,584
-333
-9% -$53.1K 0.04% 399
2021
Q4 		$650K Buy
3,917
+253
+7% +$42.2K 0.05% 328
2021
Q3 		$587K Buy
3,664
+340
+10% +$54.6K 0.06% 294
2021
Q2 		$551K Buy
3,324
+163
+5% +$26.9K 0.07% 282
2021
Q1 		$504K Buy
+3,161
New +$478K 0.08% 233

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Gladstone Institutional Advisory's IWN Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its iShares Russell 2000 Value ETF (IWN) stake by 53% in Q3 2026, buying an estimated $451K and bringing the position to 5,896 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #414.

Gladstone Institutional Advisory first reported a position in IWN in Q1 2021 and has held it in 23 quarters since. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Gladstone Institutional Advisory held 5,896 shares of iShares Russell 2000 Value ETF worth $1.23M as of Q3 2026.
  • Gladstone Institutional Advisory bought 2,040 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $451K.
  • iShares Russell 2000 Value ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #414 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 23 quarters since.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.