Gladstone Institutional Advisory’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
1,681
+36
| +2% | +$5.43K | 0.01% | 642 |
|
|
2025
Q1 | $224K | Sell |
1,645
-50
| -3% | -$6.81K | 0.01% | 662 |
|
|
2024
Q4 | $243K | Sell |
1,695
-85
| -5% | -$12.2K | 0.01% | 634 |
|
|
2024
Q3 | $248K | Sell |
1,780
-40
| -2% | -$5.58K | 0.01% | 609 |
|
|
2024
Q2 | $241K | Sell |
1,820
-350
| -16% | -$46.3K | 0.01% | 584 |
|
|
2024
Q1 | $278K | Sell |
2,170
-396
| -15% | -$50.7K | 0.02% | 548 |
|
|
2023
Q4 | $299K | Buy |
2,566
+496
| +24% | +$57.8K | 0.02% | 522 |
|
|
2023
Q3 | $216K | Buy |
+2,070
| New | +$216K | 0.01% | 563 |
|