Barrett Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Barrett Asset Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$285K	Hold
2021 Q4	$327K	Hold
2021 Q3	$327K	Hold
2021 Q2	$348K	Hold
2021 Q1	$335K	Hold
2020 Q4	$320K	Buy
2020 Q3	$209K	Hold
2020 Q2	$195K	Hold
2020 Q1	$149K	Hold
2019 Q4	$202K	Hold
2019 Q3	$182K	Hold
2019 Q2	$189K	Hold
2019 Q1	$185K	Sell
2018 Q4	$159K	Hold
2018 Q3	$204K	Hold
2018 Q2	$194K	Hold
2018 Q1	$181K	Sell
2017 Q4	$193K	Hold
2017 Q3	$185K	Hold
2017 Q2	$174K	Hold
2017 Q1	$167K	Hold
2016 Q4	$159K	Hold
2016 Q3	$154K	Hold
2016 Q2	$142K	Sell
2016 Q1	$138K	Hold
2015 Q4	$145K	Buy
2015 Q3	$138K	Hold
2015 Q2	$160K	Hold
2015 Q1	$157K	Hold
2014 Q4	$147K	Hold
2014 Q3	$134K	Hold
2014 Q2	$143K	Buy
2014 Q1	$12K	Buy