Gladstone Institutional Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$812K	Buy	+1,905	New	+$785K	0.03%	464

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

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

Gladstone Institutional Advisory opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 1,905 shares worth $812K. The stake represents 0.03% of the portfolio and ranks #464 among its holdings.

320 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Gladstone Institutional Advisory held 1,905 shares of iShares Russell 3000 ETF worth $812K as of Q2 2026.
iShares Russell 3000 ETF was a new Gladstone Institutional Advisory position in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #464 holding.
320 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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