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

Gladstone Institutional Advisory’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3M Sell
33,944
-1,289
-4% -$129K 0.12% 185
2025
Q4 		$3.39M Buy
35,233
+37
+0.1% +$3.56K 0.13% 171
2025
Q3 		$3.4M Buy
35,196
+937
+3% +$88.8K 0.13% 167
2025
Q2 		$3.15M Buy
34,259
+1,309
+4% +$113K 0.13% 170
2025
Q1 		$2.8M Sell
32,950
-598
-2% -$53.3K 0.13% 171
2024
Q4 		$2.97M Buy
33,548
+313
+0.9% +$28.4K 0.14% 167
2024
Q3 		$2.93M Sell
33,235
-1,316
-4% -$111K 0.14% 172
2024
Q2 		$2.8M Buy
34,551
+758
+2% +$61.7K 0.15% 174
2024
Q1 		$2.84M Sell
33,793
-122
-0.4% -$9.67K 0.16% 173
2023
Q4 		$2.64M Buy
33,915
+627
+2% +$44.5K 0.15% 174
2023
Q3 		$2.31M Buy
33,288
+7
+0% +$511 0.15% 173
2023
Q2 		$2.43M Sell
33,281
-6,117
-16% -$425K 0.15% 174
2023
Q1 		$2.75M Buy
39,398
+2,841
+8% +$201K 0.18% 162
2022
Q4 		$2.47M Buy
36,557
+1,426
+4% +$96.2K 0.17% 170
2022
Q3 		$2.18M Sell
35,131
-380
-1% -$26.1K 0.17% 151
2022
Q2 		$2.3M Buy
35,511
+6,655
+23% +$474K 0.18% 146
2022
Q1 		$2.25M Buy
28,856
+4,266
+17% +$328K 0.15% 173
2021
Q4 		$2.04M Buy
24,590
+1,785
+8% +$147K 0.16% 173
2021
Q3 		$1.78M Buy
22,805
+2,765
+14% +$221K 0.17% 154
2021
Q2 		$1.59M Buy
20,040
+15,370
+329% +$1.19M 0.19% 129
2021
Q1 		$345K Buy
+4,670
New +$338K 0.05% 298

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q1 2026, selling an estimated $129K and leaving 33,944 shares worth $3.3M. The position accounts for 0.12% of the portfolio, ranked #185.

Gladstone Institutional Advisory first reported a position in IWR in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.4M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Gladstone Institutional Advisory held 33,944 shares of iShares Russell Mid-Cap ETF worth $3.3M as of Q1 2026.
  • Gladstone Institutional Advisory sold 1,289 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $129K.
  • iShares Russell Mid-Cap ETF made up 0.12% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #185 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's iShares Russell Mid-Cap ETF position peaked at $3.4M in Q3 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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