Barrett Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $11.6M | Hold |
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|
2021
Q3 | $10.6M | Hold |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $6.25M | Buy |
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|
2020
Q4 | $5.71M | Sell |
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|
2020
Q3 | $5.05M | Hold |
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|
2020
Q2 | $4.64M | Hold |
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|
2020
Q1 | $3.82M | Sell |
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|
2019
Q4 | $5.16M | Hold |
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|
2019
Q3 | $4.76M | Hold |
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|
2019
Q2 | $4.71M | Hold |
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|
2019
Q1 | $4.55M | Buy |
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|
2018
Q4 | $4M | Sell |
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|
2018
Q3 | $4.73M | Buy |
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|
2018
Q2 | $4.43M | Sell |
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|
2018
Q1 | $4.29M | Buy |
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|
2017
Q4 | $4.34M | Sell |
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|
2017
Q3 | $4.1M | Sell |
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|
2017
Q2 | $4.03M | Buy |
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|
2017
Q1 | $3.89M | Hold |
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|
2016
Q4 | $3.69M | Sell |
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|
2016
Q3 | $3.58M | Buy |
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|
2016
Q2 | $3.44M | Buy |
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|
2016
Q1 | $3.33M | Buy |
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|
2015
Q4 | $3.2M | Hold |
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|
2015
Q3 | $3.03M | Hold |
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|
2015
Q2 | $3.28M | Buy |
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|
2015
Q1 | $3.22M | Sell |
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|
2014
Q4 | $3.19M | Buy |
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|
2014
Q3 | $3.03M | Buy |
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|
2014
Q2 | $1.81M | Buy |
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|
2014
Q1 | $843K | Buy |
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|
2013
Q4 | $800K | Hold |
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|
2013
Q3 | $730K | Hold |
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|
2013
Q2 | $697K | Buy |
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