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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return