iShares Russell 2000 Index shares owned by Barrett Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Barrett Asset Management
from 13F filings
Historical chart of Barrett Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Barrett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $1.7M | 8.3k | 205.26 |
| 2021-12-31 | $1.5M | 6.8k | 222.42 |
| 2021-09-30 | $1.5M | 6.8k | 218.75 |
| 2021-06-30 | $1.6M | 6.8k | 229.31 |
| 2021-03-31 | $1.5M | 6.6k | 220.91 |
| 2020-12-31 | $961k | 6.4k | 149.85 |
| 2020-09-30 | $961k | 6.4k | 149.85 |
| 2020-06-30 | $512k | 3.6k | 143.10 |
| 2020-03-31 | $107k | 935 | 114.44 |
| 2019-12-31 | $160k | 1.1k | 151.66 |
| 2019-09-30 | $160k | 1.1k | 151.66 |
| 2019-06-30 | $172k | 1.1k | 155.66 |
| 2019-03-31 | $169k | 1.1k | 152.94 |
| 2018-12-31 | $148k | 1.1k | 133.94 |
| 2018-09-30 | $186k | 1.1k | 168.33 |
| 2018-06-30 | $210k | 1.3k | 164.06 |
| 2018-03-31 | $194k | 1.3k | 151.56 |
| 2017-12-31 | $206k | 1.4k | 152.59 |
| 2017-09-30 | $200k | 1.4k | 148.15 |
| 2017-06-30 | $190k | 1.4k | 140.74 |
| 2017-03-31 | $162k | 1.2k | 137.29 |
| 2016-12-31 | $154k | 1.1k | 134.50 |
| 2016-09-30 | $142k | 1.1k | 124.02 |
| 2016-06-30 | $139k | 1.2k | 115.35 |
| 2016-03-31 | $116k | 1.0k | 111.00 |
| 2015-12-31 | $132k | 1.2k | 112.34 |
| 2015-09-30 | $140k | 1.3k | 109.55 |
| 2015-06-30 | $160k | 1.3k | 125.20 |
| 2015-03-31 | $159k | 1.3k | 124.41 |
| 2014-12-31 | $155k | 1.3k | 119.69 |
| 2014-09-30 | $140k | 1.3k | 109.55 |
| 2014-06-30 | $152k | 1.3k | 118.94 |
| 2014-03-31 | $149k | 1.3k | 116.59 |
| 2013-12-31 | $78k | 675 | 115.56 |
| 2013-09-30 | $75k | 700 | 107.14 |
| 2013-06-30 | $65k | 675 | 96.30 |
| 2013-03-31 | $64k | 675 | 94.81 |
| 2012-12-31 | $57k | 675 | 84.44 |
| 2012-09-30 | $56k | 675 | 82.96 |
| 2012-06-30 | $54k | 675 | 80.00 |
| 2012-03-31 | $56k | 675 | 82.96 |
| 2011-12-31 | $50k | 675 | 74.07 |
| 2011-09-30 | $43k | 675 | 63.70 |
| 2011-06-30 | $56k | 675 | 82.96 |