Barrett Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.87M | Hold |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.65M | Hold |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.29M | Hold |
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|
2020
Q1 | $995K | Sell |
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|
2019
Q4 | $6.03M | Buy |
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|
2019
Q3 | $5.51M | Sell |
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|
2019
Q2 | $5.57M | Buy |
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|
2019
Q1 | $5.06M | Buy |
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|
2018
Q4 | $3.39M | Hold |
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|
2018
Q3 | $4.04M | Sell |
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|
2018
Q2 | $3.86M | Sell |
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|
2018
Q1 | $3.77M | Sell |
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|
2017
Q4 | $3.75M | Sell |
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|
2017
Q3 | $3.56M | Sell |
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|
2017
Q2 | $3.4M | Buy |
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|
2017
Q1 | $3.26M | Buy |
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|
2016
Q4 | $3.01M | Buy |
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|
2016
Q3 | $2.99M | Buy |
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|
2016
Q2 | $2.85M | Buy |
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|
2016
Q1 | $2.36M | Buy |
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|
2015
Q4 | $2.19M | Sell |
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|
2015
Q3 | $2.31M | Hold |
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|
2015
Q2 | $2.52M | Sell |
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|
2015
Q1 | $3.22M | Buy |
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|
2014
Q4 | $3.03M | Sell |
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|
2014
Q3 | $2.87M | Buy |
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|
2014
Q2 | $2.9M | Sell |
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|
2014
Q1 | $2.82M | Buy |
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|
2013
Q4 | $2.51M | Buy |
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|
2013
Q3 | $1.78M | Sell |
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|
2013
Q2 | $1.64M | Buy |
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