Gladstone Institutional Advisory’s iShares US Technology ETF IYW Stock Holding History

Gladstone Institutional Advisory’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$989K	Buy	3,922 +188	+5%	+$43.2K	0.03%	416
2026 Q1	$678K	Sell	3,734 -607	-14%	-$117K	0.03%	467
2025 Q4	$867K	Sell	4,341 -4,195	-49%	-$839K	0.03%	393
2025 Q3	$1.67M	Sell	8,536 -1,063	-11%	-$194K	0.06%	274
2025 Q2	$1.66M	Buy	9,599 +574	+6%	+$87K	0.07%	265
2025 Q1	$1.27M	Buy	9,025 +951	+12%	+$148K	0.06%	292
2024 Q4	$1.29M	Buy	8,074 +1,016	+14%	+$161K	0.06%	296
2024 Q3	$1.07M	Buy	7,058 +958	+16%	+$141K	0.05%	317
2024 Q2	$918K	Sell	6,100 -755	-11%	-$104K	0.05%	309
2024 Q1	$926K	Buy	6,855 +48	+0.7%	+$6.25K	0.05%	300
2023 Q4	$836K	Buy	6,807 +1,894	+39%	+$215K	0.05%	319
2023 Q3	$515K	Buy	4,913 +720	+17%	+$78.3K	0.03%	383
2023 Q2	$457K	Buy	4,193 +310	+8%	+$30.4K	0.03%	418
2023 Q1	$360K	Sell	3,883 -2,383	-38%	-$200K	0.02%	480
2022 Q4	$467K	Sell	6,266 -178	-3%	-$13.6K	0.03%	413
2022 Q3	$473K	Sell	6,444 -100	-2%	-$8.48K	0.04%	405
2022 Q2	$523K	Hold	6,544	–	–	0.04%	400
2022 Q1	$674K	Sell	6,544 -1,301	-17%	-$133K	0.05%	370
2021 Q4	$901K	Sell	7,845 -357	-4%	-$39.6K	0.07%	278
2021 Q3	$831K	Buy	8,202 +1,626	+25%	+$170K	0.08%	249
2021 Q2	$654K	Buy	6,576 +450	+7%	+$42K	0.08%	250
2021 Q1	$537K	Buy	6,126 +63	+1%	+$5.52K	0.08%	226
2020 Q4	$516K	Buy	6,063 +1,247	+26%	+$99.6K	0.1%	160
2020 Q3	$362K	Buy	4,816 +4	+0.1%	+$292	0.09%	174
2020 Q2	$325K	Buy	4,812 +424	+10%	+$25.6K	0.08%	167
2020 Q1	$224K	Sell	4,388 -1,812	-29%	-$105K	0.06%	234
2019 Q4	$361K	Sell	6,200 -896	-13%	-$48.7K	0.09%	173
2019 Q3	$362K	Sell	7,096 -532	-7%	-$27K	0.09%	179
2019 Q2	$377K	Buy	+7,628	New	+$373K	0.11%	177

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its iShares US Technology ETF (IYW) stake by 5% in Q2 2026, buying an estimated $43.2K and bringing the position to 3,922 shares worth $989K. The position accounts for 0.03% of the portfolio, ranked #416.

Gladstone Institutional Advisory first reported a position in IYW in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.67M in Q3 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Gladstone Institutional Advisory held 3,922 shares of iShares US Technology ETF worth $989K as of Q2 2026.
Gladstone Institutional Advisory bought 188 iShares US Technology ETF shares in Q2 2026, an estimated $43.2K.
iShares US Technology ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #416 holding.
Gladstone Institutional Advisory first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 29 quarters since.
Gladstone Institutional Advisory's iShares US Technology ETF position peaked at $1.67M in Q3 2025.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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