Garrison Point Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Garrison Point Capital’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$492K	Hold	2,986	–	–	7.21%	8
2022 Q2	$506K	Hold	2,986	–	–	7.05%	9
2022 Q1	$613K	Hold	2,986	–	–	7.2%	7
2021 Q4	$664K	Hold	2,986	–	–	0.25%	12
2021 Q3	$653K	Hold	2,986	–	–	0.21%	11
2021 Q2	$685K	Hold	2,986	–	–	0.23%	11
2021 Q1	$660K	Hold	2,986	–	–	0.28%	11
2020 Q4	$585K	Hold	2,986	–	–	0.29%	12
2020 Q3	$447K	Hold	2,986	–	–	0.25%	13
2020 Q2	$428K	Buy	+2,986	New	+$392K	0.28%	11

Other funds holding IWM

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Garrison Point Capital's IWM Position: Q3 2022 in Review

Garrison Point Capital held its iShares Russell 2000 ETF (IWM) position steady in Q3 2022 at 2,986 shares worth $492K. The position accounts for 7.21% of the portfolio, ranked #8.

Garrison Point Capital first reported a position in IWM in Q2 2020 and has held it in 10 quarters since. The position peaked at $685K in Q2 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

Garrison Point Capital held 2,986 shares of iShares Russell 2000 ETF worth $492K as of Q3 2022.
Garrison Point Capital left its iShares Russell 2000 ETF share count unchanged in Q3 2022.
iShares Russell 2000 ETF made up 7.21% of Garrison Point Capital's portfolio in Q3 2022, its #8 holding.
Garrison Point Capital first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 10 quarters since.
Garrison Point Capital's iShares Russell 2000 ETF position peaked at $685K in Q2 2021.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Garrison Point Capital's 13F filing for Q3 2022, filed 24 Oct 2022.