Gladstone Institutional Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.13M | Buy |
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|
2025
Q2 | $5.82M | Buy |
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|
2025
Q1 | $5.62M | Buy |
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|
2024
Q4 | $5.39M | Sell |
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|
2024
Q3 | $5.53M | Sell |
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|
2024
Q2 | $5.18M | Buy |
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|
2024
Q1 | $5.27M | Sell |
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|
2023
Q4 | $4.92M | Buy |
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|
2023
Q3 | $4.3M | Buy |
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|
2023
Q2 | $4.47M | Buy |
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|
2023
Q1 | $4.31M | Sell |
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|
2022
Q4 | $4.32M | Buy |
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|
2022
Q3 | $3.85M | Sell |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $5M | Sell |
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|
2021
Q4 | $5.1M | Buy |
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|
2021
Q3 | $4.67M | Buy |
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|
2021
Q2 | $4.65M | Buy |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q4 | $978K | Hold |
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|
2020
Q3 | $845K | Sell |
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|
2020
Q2 | $823K | Sell |
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|
2020
Q1 | $746K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $991K | Buy |
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|
2019
Q2 | $811K | Sell |
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|
2019
Q1 | $793K | Sell |
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|
2018
Q4 | $793K | Buy |
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