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

Gladstone Institutional Advisory’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Buy
9,177
+174
+2% +$25.8K 0.05% 319
2025
Q4 		$1.27M Buy
9,003
+18
+0.2% +$2.52K 0.05% 325
2025
Q3 		$1.25M Buy
8,985
+105
+1% +$14.4K 0.05% 320
2025
Q2 		$1.17M Hold
8,880
– – 0.05% 320
2025
Q1 		$1.12M Sell
8,880
-139
-2% -$18.1K 0.05% 315
2024
Q4 		$1.17M Buy
9,019
+336
+4% +$45K 0.05% 310
2024
Q3 		$1.15M Sell
8,683
-951
-10% -$120K 0.06% 305
2024
Q2 		$1.16M Buy
9,634
+397
+4% +$48.2K 0.06% 290
2024
Q1 		$1.16M Sell
9,237
-14
-0.2% -$1.65K 0.06% 278
2023
Q4 		$1.08M Buy
9,251
+25
+0.3% +$2.66K 0.06% 278
2023
Q3 		$963K Buy
9,226
+37
+0.4% +$4.08K 0.06% 273
2023
Q2 		$1.01M Sell
9,189
-60
-0.6% -$6.32K 0.06% 275
2023
Q1 		$982K Sell
9,249
-138
-1% -$15.1K 0.06% 290
2022
Q4 		$989K Sell
9,387
-18
-0.2% -$1.89K 0.07% 277
2022
Q3 		$903K Sell
9,405
-792
-8% -$84.6K 0.07% 289
2022
Q2 		$1.04M Buy
10,197
+165
+2% +$18.4K 0.08% 261
2022
Q1 		$1.2M Sell
10,032
-195
-2% -$23K 0.08% 263
2021
Q4 		$1.25M Buy
10,227
+382
+4% +$45.6K 0.1% 241
2021
Q3 		$1.11M Buy
9,845
+1,442
+17% +$167K 0.11% 218
2021
Q2 		$966K Buy
8,403
+1,661
+25% +$190K 0.11% 194
2021
Q1 		$737K Buy
+6,742
New +$702K 0.11% 185

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.9% in Q1 2026, buying an estimated $25.8K and bringing the position to 9,177 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #319.

Gladstone Institutional Advisory first reported a position in IWS in Q1 2021 and has held it in 21 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Gladstone Institutional Advisory held 9,177 shares of iShares Russell Mid-Cap Value ETF worth $1.34M as of Q1 2026.
  • Gladstone Institutional Advisory bought 174 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $25.8K.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #319 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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