Garrison Point Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Garrison Point Advisors’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Sell	12,575 -145	-1%	-$12.7K	0.46%	59
2026 Q1	$1.05M	Hold	12,720	–	–	0.48%	58
2025 Q4	$1.17M	Buy	12,720 +614	+5%	+$54.8K	0.52%	54
2025 Q3	$1.09M	Sell	12,106 -599	-5%	-$52.7K	0.46%	61
2025 Q2	$1.09M	Sell	12,705 -600	-5%	-$47.6K	0.5%	54
2025 Q1	$1.05M	Sell	13,305 -340	-2%	-$27.4K	0.51%	54
2024 Q4	$1.06M	Hold	13,645	–	–	0.5%	53
2024 Q3	$969K	Sell	13,645 -200	-1%	-$13.7K	0.6%	49
2024 Q2	$903K	Hold	13,845	–	–	0.6%	51
2024 Q1	$918K	Sell	13,845 -60	-0.4%	-$3.73K	0.59%	56
2023 Q4	$831K	Sell	13,905 -240	-2%	-$12.9K	0.59%	57
2023 Q3	$729K	Sell	14,145 -105	-0.7%	-$5.68K	0.56%	60
2023 Q2	$750K	Hold	14,250	–	–	0.54%	64
2023 Q1	$717K	Hold	14,250	–	–	0.54%	65
2022 Q4	$748K	Sell	14,250 -195	-1%	-$10.2K	0.61%	59
2022 Q3	$680K	Hold	14,445	–	–	0.61%	57
2022 Q2	$714K	Sell	14,445 -45	-0.3%	-$2.44K	0.59%	56
2022 Q1	$871K	Buy	14,490 +195	+1%	+$12.3K	0.61%	53
2021 Q4	$920K	Hold	14,295	–	–	0.61%	55
2021 Q3	$897K	Hold	14,295	–	–	0.65%	50
2021 Q2	$883K	Hold	14,295	–	–	0.64%	53
2021 Q1	$816K	Sell	14,295 -480	-3%	-$26K	0.63%	57
2020 Q4	$739K	Hold	14,775	–	–	0.59%	58
2020 Q3	$601K	Buy	14,775 +180	+1%	+$7.42K	0.55%	60
2020 Q2	$581K	Sell	14,595 -15	-0.1%	-$576	0.58%	56
2020 Q1	$500K	Sell	14,610 -870	-6%	-$39.7K	0.61%	57
2019 Q4	$783K	Hold	15,480	–	–	0.72%	55
2019 Q3	$704K	Hold	15,480	–	–	0.7%	55
2019 Q2	$691K	Hold	15,480	–	–	0.69%	54
2019 Q1	$644K	Sell	15,480 -300	-2%	-$12.4K	0.67%	55
2018 Q4	$591K	Buy	+15,780	New	+$651K	0.73%	57

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Garrison Point Advisors's IYG Position: Q2 2026 in Review

Garrison Point Advisors reduced its iShares US Financial Services ETF (IYG) stake by 1.1% in Q2 2026, selling an estimated $12.7K and leaving 12,575 shares worth $1.14M. The position accounts for 0.46% of the portfolio, ranked #59.

Garrison Point Advisors first reported a position in IYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.17M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Garrison Point Advisors held 12,575 shares of iShares US Financial Services ETF worth $1.14M as of Q2 2026.
Garrison Point Advisors sold 145 iShares US Financial Services ETF shares in Q2 2026, an estimated $12.7K.
iShares US Financial Services ETF made up 0.46% of Garrison Point Advisors's portfolio in Q2 2026, its #59 holding.
Garrison Point Advisors first reported a position in iShares US Financial Services ETF in Q4 2018 and has held it in 31 quarters since.
Garrison Point Advisors's iShares US Financial Services ETF position peaked at $1.17M in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.