Gladstone Institutional Advisory’s iShares US Basic Materials ETF IYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Sell	8,325 -97	-1%	-$13.6K	0.05%	321
2025 Q1	$1.14M	Buy	8,422 +3,859	+85%	+$520K	0.05%	311
2024 Q4	$593K	Buy	+4,563	New	+$593K	0.03%	429
2023 Q3	–	Sell	-24,284	Closed	-$3.23M	–	649
2023 Q2	$3.23M	Buy	+24,284	New	+$3.23M	0.2%	131