Gladstone Institutional Advisory’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
13,981
-168
| -1% | -$20.3K | 0.07% | 262 |
|
|
2025
Q1 | $1.6M | Buy |
14,149
+3,590
| +34% | +$405K | 0.07% | 255 |
|
|
2024
Q4 | $1.17M | Buy |
10,559
+5,071
| +92% | +$561K | 0.05% | 309 |
|
|
2024
Q3 | $570K | Sell |
5,488
-3,116
| -36% | -$324K | 0.03% | 419 |
|
|
2024
Q2 | $814K | Sell |
8,604
-2,249
| -21% | -$213K | 0.04% | 327 |
|
|
2024
Q1 | $1.04M | Buy |
10,853
+8,124
| +298% | +$777K | 0.06% | 288 |
|
|
2023
Q4 | $233K | Buy |
+2,729
| New | +$233K | 0.01% | 586 |
|