Gladstone Institutional Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
34,259
+1,309
| +4% | +$120K | 0.13% | 170 |
|
|
2025
Q1 | $2.8M | Sell |
32,950
-598
| -2% | -$50.9K | 0.13% | 171 |
|
|
2024
Q4 | $2.97M | Buy |
33,548
+313
| +0.9% | +$27.7K | 0.14% | 167 |
|
|
2024
Q3 | $2.93M | Sell |
33,235
-1,316
| -4% | -$116K | 0.14% | 172 |
|
|
2024
Q2 | $2.8M | Buy |
34,551
+758
| +2% | +$61.5K | 0.15% | 174 |
|
|
2024
Q1 | $2.84M | Sell |
33,793
-122
| -0.4% | -$10.3K | 0.16% | 173 |
|
|
2023
Q4 | $2.64M | Buy |
33,915
+627
| +2% | +$48.7K | 0.15% | 174 |
|
|
2023
Q3 | $2.31M | Buy |
33,288
+7
| +0% | +$485 | 0.15% | 173 |
|
|
2023
Q2 | $2.43M | Sell |
33,281
-6,117
| -16% | -$447K | 0.15% | 174 |
|
|
2023
Q1 | $2.75M | Buy |
39,398
+2,841
| +8% | +$199K | 0.18% | 162 |
|
|
2022
Q4 | $2.47M | Buy |
36,557
+1,426
| +4% | +$96.2K | 0.17% | 170 |
|
|
2022
Q3 | $2.18M | Sell |
35,131
-380
| -1% | -$23.6K | 0.17% | 151 |
|
|
2022
Q2 | $2.3M | Buy |
35,511
+6,655
| +23% | +$430K | 0.18% | 146 |
|
|
2022
Q1 | $2.25M | Buy |
28,856
+4,266
| +17% | +$333K | 0.15% | 173 |
|
|
2021
Q4 | $2.04M | Buy |
24,590
+1,785
| +8% | +$148K | 0.16% | 173 |
|
|
2021
Q3 | $1.78M | Buy |
22,805
+2,765
| +14% | +$216K | 0.17% | 154 |
|
|
2021
Q2 | $1.59M | Buy |
20,040
+15,370
| +329% | +$1.22M | 0.19% | 129 |
|
|
2021
Q1 | $345K | Buy |
+4,670
| New | +$345K | 0.05% | 298 |
|