Barrett & Company’s iShares Russell 2000 ETF IWM Stock Holding History

Barrett & Company’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$60K	Hold	216	–	–	0.02%	284
2026 Q2	$64.9K	Hold	216	–	–	0.02%	290
2026 Q1	$53.6K	Hold	216	–	–	0.02%	278
2025 Q4	$53.2K	Hold	216	–	–	0.02%	286
2025 Q3	$52.3K	Hold	216	–	–	0.02%	287
2025 Q2	$46.6K	Hold	216	–	–	0.02%	303
2025 Q1	$43.1K	Hold	216	–	–	0.02%	287
2024 Q4	$47.7K	Hold	216	–	–	0.02%	277
2024 Q3	$47.7K	Hold	216	–	–	0.02%	271
2024 Q2	$43.8K	Hold	216	–	–	0.02%	281
2024 Q1	$45.4K	Buy	216 +200	+1,250%	+$39.9K	0.02%	283
2023 Q4	$3.21K	Hold	16	–	–	﹤0.01%	510
2023 Q3	$2.83K	Hold	16	–	–	﹤0.01%	520
2023 Q2	$3K	Hold	16	–	–	﹤0.01%	505
2023 Q1	$2.85K	Hold	16	–	–	﹤0.01%	485
2022 Q4	$2.79K	Hold	16	–	–	﹤0.01%	493
2022 Q3	$2.79K	Buy	+16	New	+$2.92K	﹤0.01%	493

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barrett & Company's IWM Position: Q3 2026 in Review

Barrett & Company held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 216 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #284.

Barrett & Company first reported a position in IWM in Q3 2022 and has held it in 17 quarters since. The position peaked at $64.9K in Q2 2026. 1,669 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Barrett & Company held 216 shares of iShares Russell 2000 ETF worth $60K as of Q3 2026.
Barrett & Company left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.02% of Barrett & Company's portfolio in Q3 2026, its #284 holding.
Barrett & Company first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's iShares Russell 2000 ETF position peaked at $64.9K in Q2 2026.
1,669 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.