ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 175,048 Value ($000) $16,483 Avg Close Range
Q3 2025
Shares 168,720 Value ($000) $16,052 Avg Close Range
Q2 2025
Shares 158,643 Value ($000) $14,892 Avg Close Range
Q1 2025
Shares 147,708 Value ($000) $13,834 Avg Close Range
Q4 2024
Shares 149,741 Value ($000) $13,296 Avg Close Range
Q3 2024
Shares 145,967 Value ($000) $13,328 Avg Close Range
Q2 2024
Shares 137,003 Value ($000) $11,503 Avg Close Range
Q1 2024
Shares 130,374 Value ($000) $10,897 Avg Close Range
Q4 2023
Shares 128,361 Value ($000) $10,016 Avg Close Range
Q3 2023
Shares 126,481 Value ($000) $9,155 Avg Close Range
Q2 2023
Shares 123,457 Value ($000) $9,177 Avg Close Range
Q1 2023
Shares 126,133 Value ($000) $9,175 Avg Close Range
Q4 2022
Shares 125,629 Value ($000) $9,058 Avg Close Range
Q3 2022
Shares 125,629 Value ($000) $9,058 Avg Close Range