Gladstone Institutional Advisory’s iShares US Real Estate ETF IYR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
11,876
+259
+2% +$24.5K 0.05% 326
2025
Q1
$1.11M Sell
11,617
-2,113
-15% -$202K 0.05% 318
2024
Q4
$1.28M Buy
13,730
+9,403
+217% +$875K 0.06% 298
2024
Q3
$441K Buy
+4,327
New +$441K 0.02% 488