Garrison Point Advisors’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$415K	Hold	2,290	–	–	0.19%	113
2025 Q4	$457K	Hold	2,290	–	–	0.2%	107
2025 Q3	$449K	Hold	2,290	–	–	0.19%	112
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%	-$5.54K	0.17%	113
2024 Q3	$353K	Hold	2,325	–	–	0.22%	105
2024 Q2	$350K	Sell	2,325 -50	-2%	-$6.91K	0.23%	106
2024 Q1	$321K	Sell	2,375 -25	-1%	-$3.25K	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%	-$15.7K	0.19%	130
2023 Q1	$238K	Buy	+2,560	New	+$215K	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	Hold	2,680	–	–	0.18%	130
2020 Q3	$202K	Buy	+2,680	New	+$196K	0.18%	127

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Garrison Point Advisors's IYW Position: Q1 2026 in Review

Garrison Point Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 2,290 shares worth $415K. The position accounts for 0.19% of the portfolio, ranked #113.

Garrison Point Advisors first reported a position in IYW in Q3 2020 and has held it in 21 quarters since. The position peaked at $457K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Garrison Point Advisors held 2,290 shares of iShares US Technology ETF worth $415K as of Q1 2026.
Garrison Point Advisors left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.19% of Garrison Point Advisors's portfolio in Q1 2026, its #113 holding.
Garrison Point Advisors first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 21 quarters since.
Garrison Point Advisors's iShares US Technology ETF position peaked at $457K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.