Gladstone Institutional Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
1,004
-40
| -4% | -$9.86K | 0.01% | 648 |
|
|
2025
Q1 | $220K | Sell |
1,044
-273
| -21% | -$57.6K | 0.01% | 668 |
|
|
2024
Q4 | $310K | Sell |
1,317
-7
| -0.5% | -$1.65K | 0.01% | 576 |
|
|
2024
Q3 | $291K | Hold |
1,324
| – | – | 0.01% | 579 |
|
|
2024
Q2 | $284K | Sell |
1,324
-2
| -0.2% | -$429 | 0.01% | 558 |
|
|
2024
Q1 | $259K | Buy |
+1,326
| New | +$259K | 0.01% | 560 |
|
|
2023
Q2 | – | Sell |
-3,255
| Closed | -$452K | – | 672 |
|
|
2023
Q1 | $452K | Buy |
3,255
+535
| +20% | +$74.3K | 0.03% | 430 |
|
|
2022
Q4 | $328K | Buy |
+2,720
| New | +$328K | 0.02% | 483 |
|