Gladstone Institutional Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Gladstone Institutional Advisory’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$965K	Sell
2025 Q2	$897K	Sell
2025 Q1	$831K	Sell
2024 Q4	$906K	Sell
2024 Q3	$892K	Buy
2024 Q2	$839K	Sell
2024 Q1	$836K	Buy
2023 Q4	$753K	Buy
2023 Q3	$576K	Hold
2023 Q2	$598K	Buy