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 Q2	$353K	Buy	2,116 +2	+0.1%	+$315	0.01%	696
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares US Industrials ETF (IYJ) stake by 0.09% in Q2 2026, buying an estimated $315 and bringing the position to 2,116 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #696.

Gladstone Institutional Advisory first reported a position in IYJ in Q2 2019 and has held it in 10 quarters since. 343 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Gladstone Institutional Advisory held 2,116 shares of iShares US Industrials ETF worth $353K as of Q2 2026.
Gladstone Institutional Advisory bought 2 iShares US Industrials ETF shares in Q2 2026, an estimated $315.
iShares US Industrials ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #696 holding.
Gladstone Institutional Advisory first reported a position in iShares US Industrials ETF in Q2 2019 and has held it in 10 quarters since.
343 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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