ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 8,065 Value ($000) $1,696 Avg Close — Range —
Q3 2025
Shares 8,102 Value ($000) $1,649 Avg Close — Range —
Q2 2025
Shares 8,090 Value ($000) $1,571 Avg Close — Range —
Q1 2025
Shares 8,123 Value ($000) $1,528 Avg Close — Range —
Q4 2024
Shares 8,032 Value ($000) $1,487 Avg Close — Range —
Q3 2024
Shares 8,021 Value ($000) $1,522 Avg Close — Range —
Q2 2024
Shares 7,882 Value ($000) $1,375 Avg Close — Range —
Q1 2024
Shares 7,839 Value ($000) $1,404 Avg Close — Range —
Q4 2023
Shares 7,838 Value ($000) $1,295 Avg Close — Range —
Q3 2023
Shares 8,763 Value ($000) $1,330 Avg Close — Range —
Q2 2023
Shares 8,753 Value ($000) $1,381 Avg Close — Range —
Q1 2023
Shares 8,502 Value ($000) $1,294 Avg Close — Range —
Q4 2022
Shares 8,978 Value ($000) $1,361 Avg Close — Range —
Q3 2022
Shares 8,978 Value ($000) $1,361 Avg Close — Range —