Gladstone Institutional Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
8,880
| – | – | 0.05% | 320 |
|
|
2025
Q1 | $1.12M | Sell |
8,880
-139
| -2% | -$17.5K | 0.05% | 315 |
|
|
2024
Q4 | $1.17M | Buy |
9,019
+336
| +4% | +$43.5K | 0.05% | 310 |
|
|
2024
Q3 | $1.15M | Sell |
8,683
-951
| -10% | -$126K | 0.06% | 305 |
|
|
2024
Q2 | $1.16M | Buy |
9,634
+397
| +4% | +$47.9K | 0.06% | 290 |
|
|
2024
Q1 | $1.16M | Sell |
9,237
-14
| -0.2% | -$1.76K | 0.06% | 278 |
|
|
2023
Q4 | $1.08M | Buy |
9,251
+25
| +0.3% | +$2.91K | 0.06% | 278 |
|
|
2023
Q3 | $963K | Buy |
9,226
+37
| +0.4% | +$3.86K | 0.06% | 273 |
|
|
2023
Q2 | $1.01M | Sell |
9,189
-60
| -0.6% | -$6.59K | 0.06% | 275 |
|
|
2023
Q1 | $982K | Sell |
9,249
-138
| -1% | -$14.7K | 0.06% | 290 |
|
|
2022
Q4 | $989K | Sell |
9,387
-18
| -0.2% | -$1.9K | 0.07% | 277 |
|
|
2022
Q3 | $903K | Sell |
9,405
-792
| -8% | -$76K | 0.07% | 289 |
|
|
2022
Q2 | $1.04M | Buy |
10,197
+165
| +2% | +$16.8K | 0.08% | 261 |
|
|
2022
Q1 | $1.2M | Sell |
10,032
-195
| -2% | -$23.3K | 0.08% | 263 |
|
|
2021
Q4 | $1.25M | Buy |
10,227
+382
| +4% | +$46.8K | 0.1% | 241 |
|
|
2021
Q3 | $1.12M | Buy |
9,845
+1,442
| +17% | +$163K | 0.11% | 218 |
|
|
2021
Q2 | $966K | Buy |
8,403
+1,661
| +25% | +$191K | 0.11% | 194 |
|
|
2021
Q1 | $737K | Buy |
+6,742
| New | +$737K | 0.11% | 185 |
|