Gladstone Institutional Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
16,667
-743
| -4% | -$315K | 0.29% | 76 |
|
|
2025
Q1 | $6.29M | Sell |
17,410
-4,615
| -21% | -$1.67M | 0.29% | 83 |
|
|
2024
Q4 | $8.84M | Buy |
22,025
+1,013
| +5% | +$407K | 0.41% | 51 |
|
|
2024
Q3 | $7.89M | Sell |
21,012
-756
| -3% | -$284K | 0.39% | 65 |
|
|
2024
Q2 | $7.93M | Buy |
21,768
+998
| +5% | +$364K | 0.41% | 57 |
|
|
2024
Q1 | $7M | Sell |
20,770
-1,558
| -7% | -$525K | 0.38% | 61 |
|
|
2023
Q4 | $6.77M | Sell |
22,328
-95
| -0.4% | -$28.8K | 0.38% | 64 |
|
|
2023
Q3 | $5.96M | Sell |
22,423
-107
| -0.5% | -$28.5K | 0.39% | 62 |
|
|
2023
Q2 | $6.2M | Sell |
22,530
-582
| -3% | -$160K | 0.38% | 63 |
|
|
2023
Q1 | $5.65M | Sell |
23,112
-827
| -3% | -$202K | 0.37% | 67 |
|
|
2022
Q4 | $5.13M | Sell |
23,939
-435
| -2% | -$93.2K | 0.36% | 66 |
|
|
2022
Q3 | $5.13M | Sell |
24,374
-790
| -3% | -$166K | 0.4% | 53 |
|
|
2022
Q2 | $5.5M | Buy |
25,164
+650
| +3% | +$142K | 0.44% | 48 |
|
|
2022
Q1 | $6.81M | Sell |
24,514
-344
| -1% | -$95.5K | 0.46% | 45 |
|
|
2021
Q4 | $7.6M | Sell |
24,858
-43
| -0.2% | -$13.1K | 0.59% | 38 |
|
|
2021
Q3 | $6.82M | Buy |
24,901
+23
| +0.1% | +$6.3K | 0.67% | 31 |
|
|
2021
Q2 | $6.75M | Buy |
24,878
+1,681
| +7% | +$456K | 0.8% | 31 |
|
|
2021
Q1 | $5.64M | Buy |
23,197
+8,969
| +63% | +$2.18M | 0.88% | 26 |
|
|
2020
Q4 | $3.43M | Sell |
14,228
-2,351
| -14% | -$567K | 0.68% | 36 |
|
|
2020
Q3 | $3.6M | Buy |
16,579
+1,658
| +11% | +$360K | 0.86% | 28 |
|
|
2020
Q2 | $2.86M | Buy |
14,921
+1,980
| +15% | +$380K | 0.73% | 34 |
|
|
2020
Q1 | $1.95M | Buy |
12,941
+1,824
| +16% | +$275K | 0.5% | 47 |
|
|
2019
Q4 | $1.96M | Buy |
11,117
+1,916
| +21% | +$337K | 0.48% | 52 |
|
|
2019
Q3 | $1.47M | Buy |
9,201
+3,528
| +62% | +$563K | 0.37% | 54 |
|
|
2019
Q2 | $893K | Sell |
5,673
-293
| -5% | -$46.1K | 0.27% | 80 |
|
|
2019
Q1 | $903K | Buy |
5,966
+68
| +1% | +$10.3K | 0.33% | 66 |
|
|
2018
Q4 | $772K | Buy |
+5,898
| New | +$772K | 0.45% | 50 |
|