GPA
Garrison Point Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Buy |
7,400
+49
| +0.7% | +$6.8K | 0.47% | 58 |
|
2025
Q1 | $864K | Buy |
7,351
+99
| +1% | +$11.6K | 0.42% | 66 |
|
2024
Q4 | $919K | Sell |
7,252
-150
| -2% | -$19K | 0.44% | 60 |
|
2024
Q3 | $868K | Sell |
7,402
-100
| -1% | -$11.7K | 0.54% | 56 |
|
2024
Q2 | $828K | Hold |
7,502
| – | – | 0.55% | 56 |
|
2024
Q1 | $856K | Hold |
7,502
| – | – | 0.55% | 61 |
|
2023
Q4 | $784K | Hold |
7,502
| – | – | 0.55% | 61 |
|
2023
Q3 | $685K | Buy |
7,502
+234
| +3% | +$21.4K | 0.53% | 63 |
|
2023
Q2 | $702K | Hold |
7,268
| – | – | 0.51% | 68 |
|
2023
Q1 | $662K | Hold |
7,268
| – | – | 0.5% | 71 |
|
2022
Q4 | $608K | Hold |
7,268
| – | – | 0.5% | 74 |
|
2022
Q3 | $570K | Hold |
7,268
| – | – | 0.51% | 67 |
|
2022
Q2 | $576K | Hold |
7,268
| – | – | 0.48% | 71 |
|
2022
Q1 | $730K | Hold |
7,268
| – | – | 0.51% | 67 |
|
2021
Q4 | $837K | Hold |
7,268
| – | – | 0.56% | 59 |
|
2021
Q3 | $815K | Hold |
7,268
| – | – | 0.59% | 57 |
|
2021
Q2 | $823K | Hold |
7,268
| – | – | 0.59% | 58 |
|
2021
Q1 | $742K | Hold |
7,268
| – | – | 0.58% | 63 |
|
2020
Q4 | $746K | Buy |
7,268
+3,634
| +100% | +$373K | 0.6% | 57 |
|
2020
Q3 | $628K | Sell |
3,634
-30
| -0.8% | -$5.18K | 0.57% | 57 |
|
2020
Q2 | $579K | Sell |
3,664
-200
| -5% | -$31.6K | 0.57% | 57 |
|
2020
Q1 | $470K | Sell |
3,864
-275
| -7% | -$33.5K | 0.57% | 61 |
|
2019
Q4 | $632K | Sell |
4,139
-206
| -5% | -$31.5K | 0.58% | 61 |
|
2019
Q3 | $614K | Hold |
4,345
| – | – | 0.61% | 60 |
|
2019
Q2 | $620K | Hold |
4,345
| – | – | 0.62% | 56 |
|
2019
Q1 | $589K | Buy |
4,345
+95
| +2% | +$12.9K | 0.61% | 58 |
|
2018
Q4 | $483K | Buy |
+4,250
| New | +$483K | 0.6% | 61 |
|