Gladstone Institutional Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Buy	1,574 +3	+0.2%	+$496	0.01%	736
2025 Q4	$260K	Hold	1,571	–	–	0.01%	679
2025 Q3	$255K	Sell	1,571 -110	-7%	-$17.2K	0.01%	696
2025 Q2	$254K	Buy	1,681 +36	+2%	+$5.01K	0.01%	642
2025 Q1	$224K	Sell	1,645 -50	-3%	-$7.17K	0.01%	662
2024 Q4	$243K	Sell	1,695 -85	-5%	-$12.2K	0.01%	634
2024 Q3	$248K	Sell	1,780 -40	-2%	-$5.38K	0.01%	609
2024 Q2	$241K	Sell	1,820 -350	-16%	-$44.6K	0.01%	584
2024 Q1	$278K	Sell	2,170 -396	-15%	-$48.2K	0.02%	548
2023 Q4	$299K	Buy	2,566 +496	+24%	+$53.9K	0.02%	522
2023 Q3	$216K	Buy	+2,070	New	+$225K	0.01%	563

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Gladstone Institutional Advisory's IYY Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its iShares Dow Jones US ETF (IYY) stake by 0.19% in Q1 2026, buying an estimated $496 and bringing the position to 1,574 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #736.

Gladstone Institutional Advisory first reported a position in IYY in Q3 2023 and has held it in 11 quarters since. The position peaked at $299K in Q4 2023. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Gladstone Institutional Advisory held 1,574 shares of iShares Dow Jones US ETF worth $249K as of Q1 2026.
Gladstone Institutional Advisory bought 3 iShares Dow Jones US ETF shares in Q1 2026, an estimated $496.
iShares Dow Jones US ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #736 holding.
Gladstone Institutional Advisory first reported a position in iShares Dow Jones US ETF in Q3 2023 and has held it in 11 quarters since.
Gladstone Institutional Advisory's iShares Dow Jones US ETF position peaked at $299K in Q4 2023.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.