ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 1,553 Value ($000) $261 Avg Close — Range —
Q3 2025
Shares 1,552 Value ($000) $255 Avg Close — Range —
Q2 2025
Shares 1,532 Value ($000) $230 Avg Close — Range —
Q1 2025
Shares 1,531 Value ($000) $195 Avg Close — Range —
Q4 2024
Shares 1,505 Value ($000) $210 Avg Close — Range —
Q3 2024
Shares 1,505 Value ($000) $198 Avg Close — Range —
Q2 2024
Shares 1,504 Value ($000) $192 Avg Close — Range —
Q1 2024
Shares 1,503 Value ($000) $176 Avg Close — Range —
Q4 2023
Shares 1,503 Value ($000) $156 Avg Close — Range —
Q3 2023
Shares 1,500 Value ($000) $142 Avg Close — Range —
Q2 2023
Shares 1,500 Value ($000) $146 Avg Close — Range —
Q1 2023
Shares 1,499 Value ($000) $133 Avg Close — Range —
Q4 2022
Shares 1,526 Value ($000) $124 Avg Close — Range —
Q3 2022
Shares 1,526 Value ($000) $124 Avg Close — Range —