Barrett Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.52M | Hold |
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|
2021
Q3 | $1.49M | Hold |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.46M | Hold |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $961K | Buy |
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|
2020
Q2 | $512K | Buy |
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|
2020
Q1 | $107K | Sell |
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|
2019
Q4 | $175K | Hold |
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|
2019
Q3 | $160K | Sell |
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|
2019
Q2 | $172K | Hold |
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|
2019
Q1 | $169K | Hold |
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|
2018
Q4 | $148K | Hold |
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|
2018
Q3 | $186K | Sell |
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|
2018
Q2 | $210K | Hold |
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|
2018
Q1 | $194K | Sell |
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|
2017
Q4 | $206K | Hold |
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|
2017
Q3 | $200K | Hold |
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|
2017
Q2 | $190K | Buy |
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|
2017
Q1 | $162K | Buy |
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|
2016
Q4 | $154K | Hold |
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|
2016
Q3 | $142K | Sell |
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|
2016
Q2 | $139K | Buy |
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|
2016
Q1 | $116K | Sell |
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|
2015
Q4 | $132K | Sell |
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|
2015
Q3 | $140K | Hold |
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|
2015
Q2 | $160K | Hold |
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|
2015
Q1 | $159K | Sell |
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|
2014
Q4 | $155K | Buy |
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|
2014
Q3 | $140K | Hold |
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|
2014
Q2 | $152K | Hold |
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|
2014
Q1 | $149K | Buy |
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|
2013
Q4 | $78K | Sell |
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|
2013
Q3 | $75K | Buy |
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|
2013
Q2 | $65K | Buy |
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