Gladstone Institutional Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Gladstone Institutional Advisory’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.94M	Sell	40,593 -59	-0.1%	-$8.13K	0.19%	112
2026 Q1	$5.21M	Buy	40,652 +3,209	+9%	+$434K	0.19%	118
2025 Q4	$5.13M	Sell	37,443 -14,048	-27%	-$1.96M	0.19%	114
2025 Q3	$7.33M	Sell	51,491 -8,221	-14%	-$1.16M	0.28%	78
2025 Q2	$8.28M	Sell	59,712 -3,294	-5%	-$417K	0.34%	59
2025 Q1	$7.4M	Buy	63,006 +1,193	+2%	+$153K	0.35%	69
2024 Q4	$7.83M	Buy	61,813 +50,293	+437%	+$6.39M	0.36%	59
2024 Q3	$1.35M	Sell	11,520 -80	-0.7%	-$8.95K	0.07%	282
2024 Q2	$1.28M	Buy	11,600 +55	+0.5%	+$6.04K	0.07%	278
2024 Q1	$1.32M	Sell	11,545 -19	-0.2%	-$2.06K	0.07%	265
2023 Q4	$1.21M	Buy	11,564 +38	+0.3%	+$3.6K	0.07%	264
2023 Q3	$1.05M	Sell	11,526 -100,246	-90%	-$9.58M	0.07%	259
2023 Q2	$10.8M	Buy	111,772 +78,142	+232%	+$7.12M	0.66%	25
2023 Q1	$3.06M	Buy	33,630 +22,083	+191%	+$1.97M	0.2%	148
2022 Q4	$965K	Sell	11,547 -290	-2%	-$24.4K	0.07%	282
2022 Q3	$928K	Sell	11,837 -191	-2%	-$16.4K	0.07%	282
2022 Q2	$953K	Sell	12,028 -185	-2%	-$16.1K	0.08%	281
2022 Q1	$1.23M	Buy	12,213 +917	+8%	+$91.3K	0.08%	259
2021 Q4	$1.3M	Buy	11,296 +102	+0.9%	+$11.9K	0.1%	235
2021 Q3	$1.25M	Buy	11,194 +259	+2%	+$29.8K	0.12%	202
2021 Q2	$1.24M	Buy	10,935 +1,450	+15%	+$155K	0.15%	165
2021 Q1	$968K	Buy	9,485 +5,755	+154%	+$602K	0.15%	146
2020 Q4	$383K	Sell	3,730 -6	-0.2%	-$571	0.08%	198
2020 Q3	$323K	Buy	3,736 +406	+12%	+$34.3K	0.08%	198
2020 Q2	$263K	Buy	+3,330	New	+$242K	0.07%	190
2020 Q1	–	Sell	-3,464	Closed	-$264K	–	297
2019 Q4	$264K	Sell	3,464 -30	-0.9%	-$2.2K	0.06%	208
2019 Q3	$247K	Buy	3,494 +456	+15%	+$32.8K	0.06%	237
2019 Q2	$217K	Buy	+3,038	New	+$211K	0.07%	250

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.15% in Q2 2026, selling an estimated $8.13K and leaving 40,593 shares worth $5.94M. The position accounts for 0.19% of the portfolio, ranked #112.

Gladstone Institutional Advisory first reported a position in IWP in Q2 2019 and has held it in 28 quarters since. The position peaked at $10.8M in Q2 2023. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Gladstone Institutional Advisory held 40,593 shares of iShares Russell Mid-Cap Growth ETF worth $5.94M as of Q2 2026.
Gladstone Institutional Advisory sold 59 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.13K.
iShares Russell Mid-Cap Growth ETF made up 0.19% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #112 holding.
Gladstone Institutional Advisory first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 28 quarters since.
Gladstone Institutional Advisory's iShares Russell Mid-Cap Growth ETF position peaked at $10.8M in Q2 2023.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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