Gladstone Institutional Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $571K | Sell |
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|
2025
Q2 | $561K | Buy |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $494K | Buy |
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|
2021
Q2 | $496K | Buy |
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|
2021
Q1 | $471K | Buy |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $466K | Sell |
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|
2019
Q3 | $420K | Sell |
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|
2019
Q2 | $445K | Sell |
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|
2019
Q1 | $463K | Sell |
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|
2018
Q4 | $403K | Buy |
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