Gladstone Institutional Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $665K | Buy |
|
|||||
|
2025
Q2 | $584K | Buy |
|
|||||
|
2025
Q1 | $551K | Sell |
|
|||||
|
2024
Q4 | $611K | Buy |
|
|||||
|
2024
Q3 | $589K | Sell |
|
|||||
|
2024
Q2 | $539K | Sell |
|
|||||
|
2024
Q1 | $566K | Buy |
|
|||||
|
2023
Q4 | $553K | Buy |
|
|||||
|
2023
Q3 | $455K | Buy |
|
|||||
|
2023
Q2 | $463K | Sell |
|
|||||
|
2023
Q1 | $489K | Sell |
|
|||||
|
2022
Q4 | $498K | Buy |
|
|||||
|
2022
Q3 | $447K | Sell |
|
|||||
|
2022
Q2 | $494K | Buy |
|
|||||
|
2022
Q1 | $578K | Sell |
|
|||||
|
2021
Q4 | $650K | Buy |
|
|||||
|
2021
Q3 | $587K | Buy |
|
|||||
|
2021
Q2 | $551K | Buy |
|
|||||
|
2021
Q1 | $504K | Buy |
|