GIA
MLRG

Gladstone Institutional Advisory’s iShares MSCI USA ETF MLRG Stock Holding History

Gladstone Institutional Advisory’s Portfolio MLRG Stock Details MLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.2M Sell
79,144
-4,130
-5% -$415K 0.26% 79
2026
Q1 		$7.48M Sell
83,274
-1,640
-2% -$154K 0.28% 78
2025
Q4 		$8.01M Sell
84,914
-1,305
-2% -$122K 0.3% 72
2025
Q3 		$7.97M Sell
86,219
-1,009
-1% -$89.7K 0.31% 70
2025
Q2 		$7.48M Sell
87,228
-365
-0.4% -$28.9K 0.31% 70
2025
Q1 		$6.77M Sell
87,593
-40,404
-32% -$3.29M 0.32% 76
2024
Q4 		$10.4M Sell
127,997
-5,514
-4% -$450K 0.48% 43
2024
Q3 		$10.6M Buy
133,511
+40,192
+43% +$3.07M 0.52% 41
2024
Q2 		$7.01M Sell
93,319
-1,100
-1% -$79.6K 0.37% 68
2024
Q1 		$6.84M Sell
94,419
-2,015
-2% -$139K 0.38% 64
2023
Q4 		$6.34M Sell
96,434
-130
-0.1% -$7.99K 0.36% 71
2023
Q3 		$5.69M Sell
96,564
-2,555
-3% -$157K 0.37% 70
2023
Q2 		$6.05M Sell
99,119
-12,580
-11% -$726K 0.37% 67
2023
Q1 		$6.3M Buy
111,699
+105
+0.1% +$5.77K 0.41% 54
2022
Q4 		$5.87M Buy
111,594
+50
+0% +$2.65K 0.41% 58
2022
Q3 		$5.51M Sell
111,544
-1,400
-1% -$76.8K 0.43% 46
2022
Q2 		$5.87M Sell
112,944
-1,235
-1% -$69.9K 0.46% 44
2022
Q1 		$7.18M Buy
+114,179
New +$7.07M 0.49% 43

Other funds holding MLRG

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its iShares MSCI USA ETF (MLRG) stake by 5% in Q2 2026, selling an estimated $415K and leaving 79,144 shares worth $8.2M. The position accounts for 0.26% of the portfolio, ranked #79.

Gladstone Institutional Advisory first reported a position in MLRG in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.6M in Q3 2024. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Gladstone Institutional Advisory held 79,144 shares of iShares MSCI USA ETF worth $8.2M as of Q2 2026.
  • Gladstone Institutional Advisory sold 4,130 iShares MSCI USA ETF shares in Q2 2026, an estimated $415K.
  • iShares MSCI USA ETF made up 0.26% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #79 holding.
  • Gladstone Institutional Advisory first reported a position in iShares MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's iShares MSCI USA ETF position peaked at $10.6M in Q3 2024.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

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