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

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

Bought

Maintained

Sold

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