GIA
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Gladstone Institutional Advisory’s iShares US Industrials ETF IYJ Stock Holding History

Gladstone Institutional Advisory’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Buy
2,114
+141
+7% +$21.8K 0.01% 657
2025
Q4 		$292K Sell
1,973
-203
-9% -$29.7K 0.01% 637
2025
Q3 		$317K Buy
2,176
+223
+11% +$32.3K 0.01% 631
2025
Q2 		$278K Sell
1,953
-426
-18% -$56.8K 0.01% 625
2025
Q1 		$310K Buy
2,379
+478
+25% +$64.8K 0.01% 581
2024
Q4 		$254K Buy
+1,901
New +$262K 0.01% 629
2020
Q1 		– Sell
-3,116
Closed -$261K – 300
2019
Q4 		$261K Sell
3,116
-498
-14% -$40.6K 0.06% 214
2019
Q3 		$287K Sell
3,614
-290
-7% -$22.8K 0.07% 213
2019
Q2 		$309K Buy
+3,904
New +$302K 0.09% 196

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return