Barrett Asset Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$119K	Hold
2021 Q3	$105K	Hold
2021 Q2	$103K	Hold
2021 Q1	$91K	Hold
2020 Q4	$88K	Hold
2020 Q3	$78K	Hold
2020 Q2	$70K	Hold
2020 Q1	$53K	Hold
2019 Q4	$60K	Hold
2019 Q3	$53K	Hold
2019 Q2	$51K	Hold
2019 Q1	$50K	Hold
2018 Q4	$42K	Hold
2018 Q3	$50K	Hold
2018 Q2	$46K	Hold
2018 Q1	$44K	Hold
2017 Q4	$42K	Hold
2017 Q3	$39K	Hold
2017 Q2	$36K	Hold
2017 Q1	$35K	Hold
2016 Q4	$31K	Hold
2016 Q3	$31K	Hold
2016 Q2	$27K	Hold
2016 Q1	$28K	Hold
2015 Q4	$28K	Hold
2015 Q3	$26K	Hold
2015 Q2	$27K	Hold
2015 Q1	$27K	Hold
2014 Q4	$27K	Sell
2014 Q3	$32K	Hold
2014 Q2	$31K	Hold
2014 Q1	$29K	Buy