ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

BARRETT & COMPANY, INC.'s Holding History (CIK: 0000887602)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 157,645 Value ($000) $19,431 Avg Close — Range —
Q3 2025
Shares 154,458 Value ($000) $18,646 Avg Close — Range —
Q2 2025
Shares 143,761 Value ($000) $15,828 Avg Close — Range —
Q1 2025
Shares 127,402 Value ($000) $11,827 Avg Close — Range —
Q4 2024
Shares 126,244 Value ($000) $12,818 Avg Close — Range —
Q3 2024
Shares 122,106 Value ($000) $11,692 Avg Close — Range —
Q2 2024
Shares 114,506 Value ($000) $10,596 Avg Close — Range —
Q1 2024
Shares 113,389 Value ($000) $9,575 Avg Close — Range —
Q4 2023
Shares 112,139 Value ($000) $8,422 Avg Close — Range —
Q3 2023
Shares 105,684 Value ($000) $7,231 Avg Close — Range —
Q2 2023
Shares 104,005 Value ($000) $7,330 Avg Close — Range —
Q1 2023
Shares 108,179 Value ($000) $6,912 Avg Close — Range —
Q4 2022
Shares 107,158 Value ($000) $6,269 Avg Close — Range —
Q3 2022
Shares 107,158 Value ($000) $6,269 Avg Close — Range —