Gladstone Institutional Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy	961 +19	+2%	+$5.03K	0.01%	750
2025 Q4	$261K	Sell	942 -63	-6%	-$17.5K	0.01%	678
2025 Q3	$275K	Buy	1,005 +1	+0.1%	+$259	0.01%	674
2025 Q2	$248K	Sell	1,004 -40	-4%	-$8.9K	0.01%	648
2025 Q1	$220K	Sell	1,044 -273	-21%	-$62.8K	0.01%	668
2024 Q4	$310K	Sell	1,317 -7	-0.5%	-$1.61K	0.01%	576
2024 Q3	$291K	Hold	1,324	–	–	0.01%	579
2024 Q2	$284K	Sell	1,324 -2	-0.2%	-$399	0.01%	558
2024 Q1	$259K	Buy	+1,326	New	+$248K	0.01%	560
2023 Q2	–	Sell	-3,255	Closed	-$452K	–	672
2023 Q1	$452K	Buy	3,255 +535	+20%	+$69.5K	0.03%	430
2022 Q4	$328K	Buy	+2,720	New	+$338K	0.02%	483

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2% in Q1 2026, buying an estimated $5.03K and bringing the position to 961 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #750.

Gladstone Institutional Advisory first reported a position in IWY in Q4 2022 and has held it in 11 quarters since. The position peaked at $452K in Q1 2023. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Gladstone Institutional Advisory held 961 shares of iShares Russell Top 200 Growth ETF worth $239K as of Q1 2026.
Gladstone Institutional Advisory bought 19 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $5.03K.
iShares Russell Top 200 Growth ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #750 holding.
Gladstone Institutional Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 11 quarters since.
Gladstone Institutional Advisory's iShares Russell Top 200 Growth ETF position peaked at $452K in Q1 2023.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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