Gladstone Institutional Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.4M | Buy |
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|
2025
Q2 | $3.15M | Buy |
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|
2025
Q1 | $2.8M | Sell |
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|
2024
Q4 | $2.97M | Buy |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.8M | Buy |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.47M | Buy |
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|
2022
Q3 | $2.18M | Sell |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $345K | Buy |
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