Gladstone Institutional Advisory’s iShares US Utilities ETF IDU Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$366K	Sell
2025 Q3	$735K	Buy
2025 Q2	$690K	Buy
2020 Q1	–	Sell
2019 Q4	$268K	Sell
2019 Q3	$313K	Sell
2019 Q2	$314K	Buy