GPA
Garrison Point Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
3,290
+169
| +5% | +$16K | 0.14% | 131 |
|
|
2025
Q1 | $299K | Buy |
3,121
+153
| +5% | +$14.7K | 0.14% | 134 |
|
|
2024
Q4 | $276K | Buy |
2,968
+10
| +0.3% | +$931 | 0.13% | 133 |
|
|
2024
Q3 | $301K | Buy |
2,958
+154
| +5% | +$15.7K | 0.19% | 117 |
|
|
2024
Q2 | $246K | Buy |
2,804
+226
| +9% | +$19.8K | 0.16% | 129 |
|
|
2024
Q1 | $232K | Buy |
2,578
+250
| +11% | +$22.5K | 0.15% | 144 |
|
|
2023
Q4 | $213K | Buy |
+2,328
| New | +$213K | 0.15% | 141 |
|
|
2023
Q3 | – | Sell |
-2,628
| Closed | -$227K | – | 147 |
|
|
2023
Q2 | $227K | Sell |
2,628
-410
| -13% | -$35.5K | 0.16% | 141 |
|
|
2023
Q1 | $258K | Buy |
3,038
+248
| +9% | +$21.1K | 0.19% | 126 |
|
|
2022
Q4 | $235K | Buy |
2,790
+143
| +5% | +$12K | 0.19% | 130 |
|
|
2022
Q3 | $216K | Buy |
2,647
+42
| +2% | +$3.43K | 0.19% | 131 |
|
|
2022
Q2 | $240K | Buy |
2,605
+194
| +8% | +$17.9K | 0.2% | 130 |
|
|
2022
Q1 | $261K | Buy |
2,411
+208
| +9% | +$22.5K | 0.18% | 129 |
|
|
2021
Q4 | $256K | Buy |
+2,203
| New | +$256K | 0.17% | 131 |
|