Garrison Point Advisors’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $969K | Sell |
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|
2024
Q2 | $903K | Hold |
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|
2024
Q1 | $918K | Sell |
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|
2023
Q4 | $831K | Sell |
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|
2023
Q3 | $729K | Sell |
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|
2023
Q2 | $750K | Hold |
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|
2023
Q1 | $717K | Hold |
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|
2022
Q4 | $748K | Sell |
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|
2022
Q3 | $680K | Hold |
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|
2022
Q2 | $714K | Sell |
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|
2022
Q1 | $871K | Buy |
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|
2021
Q4 | $920K | Hold |
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|
2021
Q3 | $897K | Hold |
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|
2021
Q2 | $883K | Hold |
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|
2021
Q1 | $816K | Sell |
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|
2020
Q4 | $739K | Hold |
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|
2020
Q3 | $601K | Buy |
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|
2020
Q2 | $581K | Sell |
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|
2020
Q1 | $500K | Sell |
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|
2019
Q4 | $783K | Hold |
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|
2019
Q3 | $704K | Hold |
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|
2019
Q2 | $691K | Hold |
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|
2019
Q1 | $644K | Sell |
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|
2018
Q4 | $591K | Buy |
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