Barrett Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$168K	Hold
2021 Q3	$156K	Hold
2021 Q2	$158K	Hold
2021 Q1	$150K	Buy
2020 Q4	$99K	Hold
2020 Q3	$83K	Buy
2020 Q2	$59K	Sell
2020 Q1	$53K	Hold
2019 Q4	$78K	Hold
2019 Q3	$74K	Hold
2019 Q2	$74K	Hold
2019 Q1	$72K	Hold
2018 Q4	$63K	Hold
2018 Q3	$74K	Sell
2018 Q2	$77K	Hold
2018 Q1	$76K	Sell
2017 Q4	$109K	Hold
2017 Q3	$104K	Sell
2017 Q2	$132K	Hold
2017 Q1	$130K	Hold
2016 Q4	$126K	Hold
2016 Q3	$120K	Hold
2016 Q2	$116K	Buy
2016 Q1	$90K	Hold
2015 Q4	$88K	Sell
2015 Q3	$89K	Hold
2015 Q2	$98K	Sell
2015 Q1	$107K	Sell
2014 Q4	$123K	Sell
2014 Q3	$117K	Sell
2014 Q2	$124K	Hold
2014 Q1	$117K	Buy
2013 Q4	$102K	Hold
2013 Q3	$94K	Sell
2013 Q2	$93K	Buy