Gladstone Institutional Advisory’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$690K	Sell	5,414 -281	-5%	-$34.9K	0.02%	503
2026 Q1	$670K	Sell	5,695 -3,731	-40%	-$463K	0.02%	472
2025 Q4	$1.22M	Sell	9,426 -3,159	-25%	-$395K	0.05%	334
2025 Q3	$1.59M	Sell	12,585 -1,396	-10%	-$173K	0.06%	284
2025 Q2	$1.69M	Sell	13,981 -168	-1%	-$18.9K	0.07%	262
2025 Q1	$1.6M	Buy	14,149 +3,590	+34%	+$411K	0.07%	255
2024 Q4	$1.17M	Buy	10,559 +5,071	+92%	+$565K	0.05%	309
2024 Q3	$570K	Sell	5,488 -3,116	-36%	-$313K	0.03%	419
2024 Q2	$814K	Sell	8,604 -2,249	-21%	-$211K	0.04%	327
2024 Q1	$1.04M	Buy	10,853 +8,124	+298%	+$724K	0.06%	288
2023 Q4	$233K	Buy	+2,729	New	+$213K	0.01%	586

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gladstone Institutional Advisory's IYF Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares US Financials ETF (IYF) stake by 4.9% in Q2 2026, selling an estimated $34.9K and leaving 5,414 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #503.

Gladstone Institutional Advisory first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q2 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Gladstone Institutional Advisory held 5,414 shares of iShares US Financials ETF worth $690K as of Q2 2026.
Gladstone Institutional Advisory sold 281 iShares US Financials ETF shares in Q2 2026, an estimated $34.9K.
iShares US Financials ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #503 holding.
Gladstone Institutional Advisory first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
Gladstone Institutional Advisory's iShares US Financials ETF position peaked at $1.69M in Q2 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.