GPA
Garrison Point Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
2,290
| – | – | 0.18% | 116 |
|
|
2025
Q1 | $322K | Hold |
2,290
| – | – | 0.16% | 125 |
|
|
2024
Q4 | $365K | Sell |
2,290
-35
| -2% | -$5.58K | 0.17% | 113 |
|
|
2024
Q3 | $353K | Hold |
2,325
| – | – | 0.22% | 105 |
|
|
2024
Q2 | $350K | Sell |
2,325
-50
| -2% | -$7.53K | 0.23% | 106 |
|
|
2024
Q1 | $321K | Sell |
2,375
-25
| -1% | -$3.38K | 0.21% | 117 |
|
|
2023
Q4 | $295K | Hold |
2,400
| – | – | 0.21% | 118 |
|
|
2023
Q3 | $252K | Hold |
2,400
| – | – | 0.19% | 125 |
|
|
2023
Q2 | $261K | Sell |
2,400
-160
| -6% | -$17.4K | 0.19% | 130 |
|
|
2023
Q1 | $238K | Buy |
+2,560
| New | +$238K | 0.18% | 136 |
|
|
2022
Q3 | – | Sell |
-2,560
| Closed | -$205K | – | 142 |
|
|
2022
Q2 | $205K | Hold |
2,560
| – | – | 0.17% | 144 |
|
|
2022
Q1 | $264K | Hold |
2,560
| – | – | 0.18% | 128 |
|
|
2021
Q4 | $294K | Hold |
2,560
| – | – | 0.2% | 125 |
|
|
2021
Q3 | $259K | Hold |
2,560
| – | – | 0.19% | 127 |
|
|
2021
Q2 | $254K | Hold |
2,560
| – | – | 0.18% | 130 |
|
|
2021
Q1 | $225K | Sell |
2,560
-120
| -4% | -$10.5K | 0.17% | 136 |
|
|
2020
Q4 | $228K | Buy |
2,680
+2,010
| +300% | +$171K | 0.18% | 130 |
|
|
2020
Q3 | $202K | Buy |
+670
| New | +$202K | 0.18% | 127 |
|