Gladstone Institutional Advisory’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.97M | Sell |
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|
2025
Q2 | $7.48M | Sell |
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|
2025
Q1 | $6.77M | Sell |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $7.01M | Sell |
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|
2024
Q1 | $6.84M | Sell |
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|
2023
Q4 | $6.34M | Sell |
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|
2023
Q3 | $5.69M | Sell |
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|
2023
Q2 | $6.05M | Sell |
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|
2023
Q1 | $6.3M | Buy |
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|
2022
Q4 | $5.87M | Buy |
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|
2022
Q3 | $5.51M | Sell |
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|
2022
Q2 | $5.87M | Sell |
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|
2022
Q1 | $7.18M | Buy |
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