Barrett & Company’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.77K Hold
17
﹤0.01% 520
2025
Q1
$5.22K Hold
17
﹤0.01% 491
2024
Q4
$5.48K Hold
17
﹤0.01% 486
2024
Q3
$5.35K Hold
17
﹤0.01% 481
2024
Q2
$5.06K Hold
17
﹤0.01% 486
2024
Q1
$4.9K Hold
17
﹤0.01% 492
2023
Q4
$4.46K Hold
17
﹤0.01% 482
2023
Q3
$3.99K Hold
17
﹤0.01% 500
2023
Q2
$4.14K Hold
17
﹤0.01% 485
2023
Q1
$3.83K Buy
+17
New +$3.83K ﹤0.01% 464