Barrett Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $38K | Hold |
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|
2021
Q2 | $38K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $33K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $60K | Hold |
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|
2017
Q1 | $59K | Hold |
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|
2016
Q4 | $58K | Hold |
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|
2016
Q3 | $54K | Hold |
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|
2016
Q2 | $53K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $15K | Buy |
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