Gladstone Institutional Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.4M | Buy |
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|
2025
Q2 | $29.1M | Buy |
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|
2025
Q1 | $23M | Buy |
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|
2024
Q4 | $24.5M | Buy |
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|
2024
Q3 | $20M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $16.3M | Sell |
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|
2023
Q4 | $14.8M | Sell |
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|
2023
Q3 | $14.3M | Buy |
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|
2023
Q2 | $14.5M | Buy |
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|
2023
Q1 | $12.7M | Sell |
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|
2022
Q4 | $13.2M | Sell |
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|
2022
Q3 | $14.6M | Buy |
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|
2022
Q2 | $14.3M | Buy |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $18.2M | Buy |
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|
2021
Q3 | $15.7M | Buy |
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|
2021
Q2 | $12.7M | Sell |
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|
2021
Q1 | $11.9M | Sell |
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|
2020
Q4 | $11.8M | Buy |
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|
2020
Q3 | $10.6M | Buy |
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|
2020
Q2 | $9.43M | Sell |
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|
2020
Q1 | $7.51M | Buy |
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|
2019
Q4 | $7.8M | Buy |
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|
2019
Q3 | $7.04M | Buy |
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|
2019
Q2 | $863K | Buy |
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|
2019
Q1 | $391K | Sell |
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|
2018
Q4 | $369K | Buy |
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