Gladstone Institutional Advisory’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.38M | Sell |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.07M | Sell |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.18M | Sell |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $2.06M | Sell |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $2.21M | Buy |
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