Barrett Asset Management’s iShares Russell 2000 Value ETF IWN 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 | $35K | Buy |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $26K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $25K | Sell |
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|
2015
Q1 | $140K | Buy |
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|
2014
Q4 | $120K | Buy |
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|
2014
Q3 | $103K | Hold |
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|
2014
Q2 | $114K | Buy |
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|
2014
Q1 | $8K | Buy |
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