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

Gladstone Institutional Advisory’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$829K Buy
2,641
+57
+2% +$19K 0.03% 418
2025
Q4 		$835K Buy
2,584
+800
+45% +$260K 0.03% 404
2025
Q3 		$571K Sell
1,784
-178
-9% -$53.7K 0.02% 482
2025
Q2 		$561K Buy
1,962
+25
+1% +$6.58K 0.02% 467
2025
Q1 		$495K Buy
1,937
+435
+29% +$123K 0.02% 469
2024
Q4 		$432K Buy
1,502
+85
+6% +$25.1K 0.02% 500
2024
Q3 		$403K Hold
1,417
– – 0.02% 509
2024
Q2 		$372K Sell
1,417
-10
-0.7% -$2.6K 0.02% 489
2024
Q1 		$386K Buy
1,427
+60
+4% +$15.3K 0.02% 476
2023
Q4 		$345K Sell
1,367
-42
-3% -$9.47K 0.02% 495
2023
Q3 		$316K Buy
1,409
+23
+2% +$5.5K 0.02% 478
2023
Q2 		$336K Buy
1,386
+21
+2% +$4.82K 0.02% 498
2023
Q1 		$310K Sell
1,365
-8
-0.6% -$1.83K 0.02% 511
2022
Q4 		$295K Sell
1,373
-79
-5% -$17.3K 0.02% 501
2022
Q3 		$300K Buy
1,452
+8
+0.6% +$1.8K 0.02% 494
2022
Q2 		$298K Sell
1,444
-139
-9% -$31K 0.02% 509
2022
Q1 		$405K Sell
1,583
-176
-10% -$45K 0.03% 474
2021
Q4 		$516K Buy
1,759
+77
+5% +$23.2K 0.04% 375
2021
Q3 		$494K Buy
1,682
+92
+6% +$27.6K 0.05% 328
2021
Q2 		$496K Buy
1,590
+24
+2% +$7.22K 0.06% 300
2021
Q1 		$471K Buy
1,566
+699
+81% +$217K 0.07% 241
2020
Q4 		$249K Buy
+867
New +$221K 0.05% 258
2020
Q3 		– Sell
-1,118
Closed -$231K – 287
2020
Q2 		$231K Sell
1,118
-824
-42% -$154K 0.06% 198
2020
Q1 		$307K Sell
1,942
-233
-11% -$46.3K 0.08% 187
2019
Q4 		$466K Sell
2,175
-6
-0.3% -$1.22K 0.11% 146
2019
Q3 		$420K Sell
2,181
-31
-1% -$6.15K 0.11% 165
2019
Q2 		$445K Sell
2,212
-144
-6% -$28.5K 0.14% 155
2019
Q1 		$463K Sell
2,356
-46
-2% -$8.75K 0.17% 113
2018
Q4 		$403K Buy
+2,402
New +$448K 0.23% 98

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Gladstone Institutional Advisory increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.2% in Q1 2026, buying an estimated $19K and bringing the position to 2,641 shares worth $829K. The position accounts for 0.03% of the portfolio, ranked #418.

Gladstone Institutional Advisory first reported a position in IWO in Q4 2018 and has held it in 29 quarters since. The position peaked at $835K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Gladstone Institutional Advisory held 2,641 shares of iShares Russell 2000 Growth ETF worth $829K as of Q1 2026.
  • Gladstone Institutional Advisory bought 57 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $19K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #418 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Gladstone Institutional Advisory's iShares Russell 2000 Growth ETF position peaked at $835K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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