Barber Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.91M	Buy	+40,663	New	+$2.9M	0.51%	27
2021 Q1	–	Sell	-224,262	Closed	-$16.2M	–	153
2020 Q4	$16.2M	Sell	224,262 -17,430	-7%	-$1.16M	2.96%	7
2020 Q3	$14.5M	Buy	+241,692	New	+$14.4M	3.16%	9
2018 Q3	–	Sell	-18,300	Closed	-$1.03M	–	137
2018 Q2	$1.03M	Sell	18,300 -55,608	-75%	-$3.11M	0.3%	51
2018 Q1	$4.03M	Buy	+73,908	New	+$4.09M	1.07%	31
2017 Q4	–	Sell	-54,304	Closed	-$2.75M	–	129
2017 Q3	$2.75M	Buy	+54,304	New	+$2.68M	0.78%	41

Other funds holding IJK

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Barber Financial Group opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023: 40,663 shares worth $2.91M. The stake represents 0.51% of the portfolio and ranks #27 among its holdings. This is a return to the name: Barber Financial Group previously reported a position in IJK as recently as Q4 2020.

Barber Financial Group first reported a position in IJK in Q3 2017 and has held it in 6 quarters since. The position peaked at $16.2M in Q4 2020. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Barber Financial Group held 40,663 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.91M as of Q1 2023.
iShares S&P Mid-Cap 400 Growth ETF was a new Barber Financial Group position in Q1 2023.
iShares S&P Mid-Cap 400 Growth ETF made up 0.51% of Barber Financial Group's portfolio in Q1 2023, its #27 holding.
Barber Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 6 quarters since.
Barber Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $16.2M in Q4 2020.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

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