GIA
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
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% -$1.63K 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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Russell 2000 Value ETF (IWN) stake by 2.7% in Q2 2026, buying an estimated $20.9K and bringing the position to 3,856 shares worth $853K. The position accounts for 0.03% of the portfolio, ranked #451.

Gladstone Institutional Advisory first reported a position in IWN in Q1 2021 and has held it in 22 quarters since. 364 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Gladstone Institutional Advisory held 3,856 shares of iShares Russell 2000 Value ETF worth $853K as of Q2 2026.
  • Gladstone Institutional Advisory bought 100 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $20.9K.
  • iShares Russell 2000 Value ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #451 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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