Barber Financial Group’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,802	Closed	-$944K	–	160
2021 Q4	$944K	Sell	6,802 -293,135	-98%	-$39.9M	0.11%	65
2021 Q3	$39M	Sell	299,937 -94,377	-24%	-$12.4M	5.05%	6
2021 Q2	$52.3M	Buy	394,314 +20,515	+5%	+$2.67M	7.11%	5
2021 Q1	$47.9M	Buy	+373,799	New	+$47.5M	7%	5
2019 Q1	–	Sell	-27,238	Closed	-$2.2M	–	143
2018 Q4	$2.2M	Sell	27,238 -3,108	-10%	-$277K	0.47%	45
2018 Q3	$3.06M	Buy	30,346 +18,976	+167%	+$1.91M	0.74%	35
2018 Q2	$1.07M	Buy	+11,370	New	+$1.04M	0.31%	50
2018 Q1	–	Sell	-35,756	Closed	-$3.04M	–	132
2017 Q4	$3.04M	Buy	+35,756	New	+$2.99M	0.77%	42

Other funds holding IJT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Barber Financial Group's IJT Position: Q1 2022 in Review

Barber Financial Group sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2022, closing a stake of 6,802 shares — an estimated $944K sold.

Barber Financial Group first reported a position in IJT in Q4 2017 and held it in 8 quarters. The position peaked at $52.3M in Q2 2021. 636 funds tracked by Wall St. Rank hold IJT as of Q1 2022.

Barber Financial Group reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
Barber Financial Group sold 6,802 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $944K.
Barber Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 8 quarters.
Barber Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $52.3M in Q2 2021.
636 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Barber Financial Group's 13F filing for Q1 2022, filed 8 Apr 2022.