GPA
Garrison Point Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
17,360
+235
| +1% | +$14.6K | 0.49% | 55 |
|
|
2025
Q1 | $999K | Buy |
17,125
+2,525
| +17% | +$147K | 0.48% | 59 |
|
|
2024
Q4 | $910K | Buy |
14,600
+1,125
| +8% | +$70.1K | 0.43% | 62 |
|
|
2024
Q3 | $840K | Hold |
13,475
| – | – | 0.52% | 58 |
|
|
2024
Q2 | $789K | Sell |
13,475
-5,715
| -30% | -$334K | 0.52% | 58 |
|
|
2024
Q1 | $1.17M | Buy |
19,190
+15,442
| +412% | +$938K | 0.75% | 40 |
|
|
2023
Q4 | $1.04M | Buy |
3,748
+503
| +16% | +$139K | 0.73% | 40 |
|
|
2023
Q3 | $809K | Buy |
3,245
+35
| +1% | +$8.73K | 0.63% | 50 |
|
|
2023
Q2 | $839K | Sell |
3,210
-62
| -2% | -$16.2K | 0.6% | 58 |
|
|
2023
Q1 | $819K | Buy |
3,272
+210
| +7% | +$52.5K | 0.61% | 57 |
|
|
2022
Q4 | $741K | Buy |
3,062
+217
| +8% | +$52.5K | 0.61% | 60 |
|
|
2022
Q3 | $624K | Sell |
2,845
-5
| -0.2% | -$1.1K | 0.56% | 63 |
|
|
2022
Q2 | $645K | Hold |
2,850
| – | – | 0.54% | 62 |
|
|
2022
Q1 | $765K | Buy |
2,850
+35
| +1% | +$9.4K | 0.54% | 62 |
|
|
2021
Q4 | $797K | Hold |
2,815
| – | – | 0.53% | 60 |
|
|
2021
Q3 | $741K | Sell |
2,815
-25
| -0.9% | -$6.58K | 0.54% | 60 |
|
|
2021
Q2 | $763K | Sell |
2,840
-170
| -6% | -$45.7K | 0.55% | 62 |
|
|
2021
Q1 | $783K | Sell |
3,010
-100
| -3% | -$26K | 0.61% | 59 |
|
|
2020
Q4 | $715K | Buy |
3,110
+25
| +0.8% | +$5.75K | 0.58% | 61 |
|
|
2020
Q3 | $572K | Hold |
3,085
| – | – | 0.52% | 64 |
|
|
2020
Q2 | $549K | Buy |
3,085
+945
| +44% | +$168K | 0.54% | 62 |
|
|
2020
Q1 | $308K | Sell |
2,140
-280
| -12% | -$40.3K | 0.38% | 86 |
|
|
2019
Q4 | $498K | Buy |
2,420
+117
| +5% | +$24.1K | 0.46% | 78 |
|
|
2019
Q3 | $445K | Buy |
2,303
+180
| +8% | +$34.8K | 0.44% | 82 |
|
|
2019
Q2 | $412K | Sell |
2,123
-25
| -1% | -$4.85K | 0.41% | 84 |
|
|
2019
Q1 | $407K | Buy |
2,148
+170
| +9% | +$32.2K | 0.42% | 83 |
|
|
2018
Q4 | $328K | Buy |
+1,978
| New | +$328K | 0.4% | 89 |
|