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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
Q2 		$287K Hold
1,574
– – 0.01% 754
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Gladstone Institutional Advisory held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 1,574 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #754.

Gladstone Institutional Advisory first reported a position in IYY in Q3 2023 and has held it in 12 quarters since. The position peaked at $299K in Q4 2023. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Gladstone Institutional Advisory held 1,574 shares of iShares Dow Jones US ETF worth $287K as of Q2 2026.
  • Gladstone Institutional Advisory left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #754 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Dow Jones US ETF in Q3 2023 and has held it in 12 quarters since.
  • Gladstone Institutional Advisory's iShares Dow Jones US ETF position peaked at $299K in Q4 2023.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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