Gladstone Institutional Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Gladstone Institutional Advisory’s Portfolio IWY Stock Details IWY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$275K	Buy
2025 Q2	$248K	Sell
2025 Q1	$220K	Sell
2024 Q4	$310K	Sell
2024 Q3	$291K	Hold
2024 Q2	$284K	Sell
2024 Q1	$259K	Buy
2023 Q2	–	Sell
2023 Q1	$452K	Buy
2022 Q4	$328K	Buy