Barber Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Barber Financial Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$251K	Buy	5,010 +30	+0.6%	+$1.53K	0.04%	120
2022 Q4	$241K	Sell	4,980 -165	-3%	-$7.97K	0.07%	115
2022 Q3	$226K	Sell	5,145 -15	-0.3%	-$725	0.07%	119
2022 Q2	$234K	Buy	+5,160	New	+$255K	0.04%	125
2020 Q1	–	Sell	-5,420	Closed	-$223K	–	132
2019 Q4	$223K	Buy	5,420 +115	+2%	+$4.56K	0.05%	136
2019 Q3	$205K	Sell	5,305 -570	-10%	-$21.9K	0.04%	134
2019 Q2	$228K	Sell	5,875 -205	-3%	-$7.86K	0.05%	126
2019 Q1	$230K	Sell	6,080 -255	-4%	-$9.42K	0.05%	117
2018 Q4	$210K	Sell	6,335 -1,430	-18%	-$52.2K	0.05%	120
2018 Q3	$313K	Buy	7,765 +310	+4%	+$12.5K	0.08%	99
2018 Q2	$290K	Sell	7,455 -220	-3%	-$8.5K	0.08%	92
2018 Q1	$288K	Sell	7,675 -90	-1%	-$3.44K	0.08%	101
2017 Q4	$295K	Buy	+7,765	New	+$287K	0.08%	91
2017 Q2	–	Sell	-420,490	Closed	-$14.4M	–	90
2017 Q1	$14.4M	Buy	+420,490	New	+$14.3M	4.93%	5

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barber Financial Group's IJH Position: Q1 2023 in Review

Barber Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.6% in Q1 2023, buying an estimated $1.53K and bringing the position to 5,010 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #120.

Barber Financial Group first reported a position in IJH in Q1 2017 and has held it in 14 quarters since. The position peaked at $14.4M in Q1 2017. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Barber Financial Group held 5,010 shares of iShares Core S&P Mid-Cap ETF worth $251K as of Q1 2023.
Barber Financial Group bought 30 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $1.53K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #120 holding.
Barber Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 14 quarters since.
Barber Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $14.4M in Q1 2017.
1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.