Barrett & Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$42.1K | 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 | +$2.79K | ﹤0.01% | 493 |
|