Gladstone Institutional Advisory’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
Other funds holding OEF
CAM
Gladstone Institutional Advisory's OEF Position: Q2 2026 in Review
Gladstone Institutional Advisory reduced its iShares S&P 100 ETF (OEF) stake by 1.3% in Q2 2026, selling an estimated $56.2K and leaving 12,147 shares worth $4.44M. The position accounts for 0.14% of the portfolio, ranked #160.
Gladstone Institutional Advisory first reported a position in OEF in Q4 2023 and has held it in 11 quarters since. 1,025 funds tracked by Wall St. Rank hold OEF as of Q2 2026.
- Gladstone Institutional Advisory held 12,147 shares of iShares S&P 100 ETF worth $4.44M as of Q2 2026.
- Gladstone Institutional Advisory sold 157 iShares S&P 100 ETF shares in Q2 2026, an estimated $56.2K.
- iShares S&P 100 ETF made up 0.14% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #160 holding.
- Gladstone Institutional Advisory first reported a position in iShares S&P 100 ETF in Q4 2023 and has held it in 11 quarters since.
- 1,025 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.