Barrett & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $72.3K | Hold |
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|
2025
Q2 | $68.9K | Hold |
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|
2025
Q1 | $63.7K | Hold |
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|
2024
Q4 | $66.2K | Hold |
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|
2024
Q3 | $66K | Hold |
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|
2024
Q2 | $60.7K | Hold |
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|
2024
Q1 | $63K | Hold |
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|
2023
Q4 | $58.2K | Hold |
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|
2023
Q3 | $51.9K | Hold |
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|
2023
Q2 | $54.7K | Hold |
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|
2023
Q1 | $52.4K | Buy |
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|
2022
Q4 | $48.7K | Hold |
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|
2022
Q3 | $48.7K | Buy |
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