GPA
Garrison Point Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.58M | Sell |
32,791
-421
| -1% | -$46K | 1.65% | 11 |
|
2025
Q1 | $3.47M | Buy |
33,212
+759
| +2% | +$79.4K | 1.68% | 11 |
|
2024
Q4 | $3.74M | Buy |
32,453
+3,435
| +12% | +$396K | 1.77% | 11 |
|
2024
Q3 | $3.39M | Buy |
29,018
+3,518
| +14% | +$411K | 2.1% | 9 |
|
2024
Q2 | $2.72M | Sell |
25,500
-7,573
| -23% | -$808K | 1.8% | 11 |
|
2024
Q1 | $3.66M | Buy |
33,073
+2,629
| +9% | +$291K | 2.35% | 6 |
|
2023
Q4 | $3.3M | Buy |
30,444
+3,444
| +13% | +$373K | 2.32% | 5 |
|
2023
Q3 | $2.55M | Buy |
27,000
+187
| +0.7% | +$17.6K | 1.97% | 9 |
|
2023
Q2 | $2.67M | Buy |
26,813
+575
| +2% | +$57.3K | 1.93% | 8 |
|
2023
Q1 | $2.54M | Buy |
26,238
+2,547
| +11% | +$246K | 1.9% | 6 |
|
2022
Q4 | $2.24M | Buy |
23,691
+1,811
| +8% | +$171K | 1.83% | 9 |
|
2022
Q3 | $1.91M | Buy |
21,880
+442
| +2% | +$38.5K | 1.7% | 12 |
|
2022
Q2 | $1.98M | Buy |
21,438
+162
| +0.8% | +$15K | 1.64% | 13 |
|
2022
Q1 | $2.3M | Buy |
21,276
+440
| +2% | +$47.5K | 1.61% | 15 |
|
2021
Q4 | $2.39M | Buy |
20,836
+831
| +4% | +$95.2K | 1.58% | 16 |
|
2021
Q3 | $2.18M | Buy |
20,005
+466
| +2% | +$50.9K | 1.59% | 14 |
|
2021
Q2 | $2.21M | Buy |
19,539
+468
| +2% | +$52.9K | 1.59% | 13 |
|
2021
Q1 | $2.07M | Sell |
19,071
-150
| -0.8% | -$16.3K | 1.61% | 14 |
|
2020
Q4 | $1.77M | Buy |
19,221
+523
| +3% | +$48.1K | 1.42% | 20 |
|
2020
Q3 | $1.31M | Buy |
18,698
+330
| +2% | +$23.2K | 1.19% | 26 |
|
2020
Q2 | $1.25M | Buy |
18,368
+1,746
| +11% | +$119K | 1.24% | 26 |
|
2020
Q1 | $933K | Sell |
16,622
-509
| -3% | -$28.6K | 1.14% | 32 |
|
2019
Q4 | $1.44M | Buy |
17,131
+276
| +2% | +$23.1K | 1.32% | 28 |
|
2019
Q3 | $1.31M | Buy |
16,855
+1,119
| +7% | +$87.1K | 1.3% | 27 |
|
2019
Q2 | $1.23M | Buy |
15,736
+421
| +3% | +$33K | 1.24% | 27 |
|
2019
Q1 | $1.18M | Buy |
15,315
+481
| +3% | +$37.1K | 1.23% | 26 |
|
2018
Q4 | $1.03M | Buy |
+14,834
| New | +$1.03M | 1.27% | 28 |
|