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Garrison Point Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Garrison Point Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$544K Buy
2,521
+24
+1% +$5.18K 0.25% 97
2025
Q1 		$498K Buy
2,497
+320
+15% +$63.8K 0.24% 100
2024
Q4 		$481K Buy
+2,177
New +$481K 0.23% 101