Barrett Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $470K | Buy |
|
|||||
|
2021
Q4 | $259K | Sell |
|
|||||
|
2021
Q3 | $472K | Hold |
|
|||||
|
2021
Q2 | $478K | Hold |
|
|||||
|
2021
Q1 | $446K | Hold |
|
|||||
|
2020
Q4 | $413K | Buy |
|
|||||
|
2020
Q3 | $328K | Hold |
|
|||||
|
2020
Q2 | $306K | Buy |
|
|||||
|
2020
Q1 | $195K | Hold |
|
|||||
|
2019
Q4 | $269K | Hold |
|
|||||
|
2019
Q3 | $252K | Sell |
|
|||||
|
2019
Q2 | $262K | Hold |
|
|||||
|
2019
Q1 | $253K | Hold |
|
|||||
|
2018
Q4 | $218K | Hold |
|
|||||
|
2018
Q3 | $259K | Buy |
|
|||||
|
2018
Q2 | $240K | Buy |
|
|||||
|
2018
Q1 | $208K | Buy |
|
|||||
|
2017
Q4 | $173K | Hold |
|
|||||
|
2017
Q3 | $163K | Hold |
|
|||||
|
2017
Q2 | $159K | Sell |
|
|||||
|
2017
Q1 | $173K | Hold |
|
|||||
|
2016
Q4 | $165K | Hold |
|
|||||
|
2016
Q3 | $161K | Sell |
|
|||||
|
2016
Q2 | $163K | Buy |
|
|||||
|
2016
Q1 | $151K | Hold |
|
|||||
|
2015
Q4 | $148K | Hold |
|
|||||
|
2015
Q3 | $144K | Hold |
|
|||||
|
2015
Q2 | $158K | Hold |
|
|||||
|
2015
Q1 | $160K | Hold |
|
|||||
|
2014
Q4 | $155K | Hold |
|
|||||
|
2014
Q3 | $146K | Hold |
|
|||||
|
2014
Q2 | $150K | Hold |
|
|||||
|
2014
Q1 | $143K | Hold |
|
|||||
|
2013
Q4 | $139K | Sell |
|
|||||
|
2013
Q3 | $137K | Buy |
|
|||||
|
2013
Q2 | $120K | Buy |
|