GPA
Garrison Point Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
12,705
-600
| -5% | -$51.4K | 0.5% | 54 |
|
|
2025
Q1 | $1.05M | Sell |
13,305
-340
| -2% | -$26.7K | 0.51% | 54 |
|
|
2024
Q4 | $1.06M | Hold |
13,645
| – | – | 0.5% | 53 |
|
|
2024
Q3 | $969K | Sell |
13,645
-200
| -1% | -$14.2K | 0.6% | 49 |
|
|
2024
Q2 | $903K | Hold |
13,845
| – | – | 0.6% | 51 |
|
|
2024
Q1 | $918K | Buy |
13,845
+9,210
| +199% | +$611K | 0.59% | 56 |
|
|
2023
Q4 | $831K | Sell |
4,635
-80
| -2% | -$14.3K | 0.59% | 57 |
|
|
2023
Q3 | $729K | Sell |
4,715
-35
| -0.7% | -$5.41K | 0.56% | 60 |
|
|
2023
Q2 | $750K | Hold |
4,750
| – | – | 0.54% | 64 |
|
|
2023
Q1 | $717K | Hold |
4,750
| – | – | 0.54% | 65 |
|
|
2022
Q4 | $748K | Sell |
4,750
-65
| -1% | -$10.2K | 0.61% | 59 |
|
|
2022
Q3 | $680K | Hold |
4,815
| – | – | 0.61% | 57 |
|
|
2022
Q2 | $714K | Sell |
4,815
-15
| -0.3% | -$2.22K | 0.59% | 56 |
|
|
2022
Q1 | $871K | Buy |
4,830
+65
| +1% | +$11.7K | 0.61% | 53 |
|
|
2021
Q4 | $920K | Hold |
4,765
| – | – | 0.61% | 55 |
|
|
2021
Q3 | $897K | Hold |
4,765
| – | – | 0.65% | 50 |
|
|
2021
Q2 | $883K | Hold |
4,765
| – | – | 0.64% | 53 |
|
|
2021
Q1 | $816K | Sell |
4,765
-160
| -3% | -$27.4K | 0.63% | 57 |
|
|
2020
Q4 | $739K | Hold |
4,925
| – | – | 0.59% | 58 |
|
|
2020
Q3 | $601K | Buy |
4,925
+60
| +1% | +$7.32K | 0.55% | 60 |
|
|
2020
Q2 | $581K | Sell |
4,865
-5
| -0.1% | -$597 | 0.58% | 56 |
|
|
2020
Q1 | $500K | Sell |
4,870
-290
| -6% | -$29.8K | 0.61% | 57 |
|
|
2019
Q4 | $783K | Hold |
5,160
| – | – | 0.72% | 55 |
|
|
2019
Q3 | $704K | Hold |
5,160
| – | – | 0.7% | 55 |
|
|
2019
Q2 | $691K | Hold |
5,160
| – | – | 0.69% | 54 |
|
|
2019
Q1 | $644K | Sell |
5,160
-100
| -2% | -$12.5K | 0.67% | 55 |
|
|
2018
Q4 | $591K | Buy |
+5,260
| New | +$591K | 0.73% | 57 |
|