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
2025 Q3	$1.59M	Sell
2025 Q2	$1.69M	Sell
2025 Q1	$1.6M	Buy
2024 Q4	$1.17M	Buy
2024 Q3	$570K	Sell
2024 Q2	$814K	Sell
2024 Q1	$1.04M	Buy
2023 Q4	$233K	Buy