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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barrett & Company's IWM Position: Q2 2026 in Review

Barrett & Company held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 216 shares worth $64.9K. The position accounts for 0.02% of the portfolio, ranked #290.

Barrett & Company first reported a position in IWM in Q3 2022 and has held it in 16 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Barrett & Company held 216 shares of iShares Russell 2000 ETF worth $64.9K as of Q2 2026.
Barrett & Company left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #290 holding.
Barrett & Company first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 16 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.