Barrett & Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.3K | Hold |
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|
2025
Q2 | $46.6K | Hold |
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|
2025
Q1 | $43.1K | Hold |
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|
2024
Q4 | $47.7K | Hold |
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|
2024
Q3 | $47.7K | Hold |
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|
2024
Q2 | $43.8K | Hold |
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|
2024
Q1 | $45.4K | Buy |
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|
2023
Q4 | $3.21K | Hold |
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|
2023
Q3 | $2.83K | Hold |
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|
2023
Q2 | $3K | Hold |
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|
2023
Q1 | $2.85K | Hold |
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|
2022
Q4 | $2.79K | Hold |
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|
2022
Q3 | $2.79K | Buy |
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