Gladstone Institutional Advisory’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
2,643
-67
| -2% | -$22.7K | 0.04% | 364 |
|
|
2025
Q1 | $831K | Sell |
2,710
-103
| -4% | -$31.6K | 0.04% | 365 |
|
|
2024
Q4 | $906K | Sell |
2,813
-23
| -0.8% | -$7.41K | 0.04% | 343 |
|
|
2024
Q3 | $892K | Buy |
2,836
+17
| +0.6% | +$5.35K | 0.04% | 340 |
|
|
2024
Q2 | $839K | Sell |
2,819
-84
| -3% | -$25K | 0.04% | 325 |
|
|
2024
Q1 | $836K | Buy |
2,903
+33
| +1% | +$9.51K | 0.05% | 316 |
|
|
2023
Q4 | $753K | Buy |
2,870
+417
| +17% | +$109K | 0.04% | 337 |
|
|
2023
Q3 | $576K | Hold |
2,453
| – | – | 0.04% | 361 |
|
|
2023
Q2 | $598K | Buy |
+2,453
| New | +$598K | 0.04% | 370 |
|