Gladstone Institutional Advisory’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $941K | Buy |
|
|||||
|
2025
Q2 | $875K | Buy |
|
|||||
|
2025
Q1 | $633K | Buy |
|
|||||
|
2024
Q4 | $598K | Sell |
|
|||||
|
2024
Q3 | $628K | Sell |
|
|||||
|
2024
Q2 | $591K | Buy |
|
|||||
|
2024
Q1 | $602K | Sell |
|
|||||
|
2023
Q4 | $670K | Buy |
|
|||||
|
2023
Q3 | $582K | Buy |
|
|||||
|
2023
Q2 | $608K | Buy |
|
|||||
|
2023
Q1 | $565K | Sell |
|
|||||
|
2022
Q4 | $568K | Sell |
|
|||||
|
2022
Q3 | $507K | Buy |
|
|||||
|
2022
Q2 | $511K | Sell |
|
|||||
|
2022
Q1 | $774K | Buy |
|
|||||
|
2021
Q4 | $570K | Buy |
|
|||||
|
2021
Q3 | $515K | Buy |
|
|||||
|
2021
Q2 | $513K | Buy |
|
|||||
|
2021
Q1 | $379K | Buy |
|
|||||
|
2020
Q4 | $267K | Buy |
|
|||||
|
2020
Q3 | $229K | Sell |
|
|||||
|
2020
Q2 | $228K | Sell |
|
|||||
|
2020
Q1 | $1.13M | Sell |
|
|||||
|
2019
Q4 | $1.57M | Buy |
|
|||||
|
2019
Q3 | $1.42M | Sell |
|
|||||
|
2019
Q2 | $1.44M | Buy |
|
|||||
|
2019
Q1 | $320K | Buy |
|
|||||
|
2018
Q4 | $281K | Buy |
|