Barber Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$320K	Buy	3,535 +14	+0.4%	+$1.24K	0.06%	99
2022 Q4	$299K	Buy	3,521 +17	+0.5%	+$1.45K	0.08%	100
2022 Q3	$279K	Buy	3,504 +17	+0.5%	+$1.5K	0.08%	106
2022 Q2	$292K	Buy	3,487 +12	+0.3%	+$1.09K	0.05%	110
2022 Q1	$351K	Buy	3,475 +15	+0.4%	+$1.5K	0.05%	102
2021 Q4	$370K	Buy	3,460 +12	+0.3%	+$1.25K	0.04%	114
2021 Q3	$339K	Buy	3,448 +12	+0.3%	+$1.21K	0.04%	116
2021 Q2	$339K	Sell	3,436 -27	-0.8%	-$2.6K	0.05%	112
2021 Q1	$317K	Buy	3,463 +47	+1%	+$4.22K	0.05%	106
2020 Q4	$295K	Buy	3,416 +330	+11%	+$26.7K	0.05%	107
2020 Q3	$233K	Buy	3,086 +14	+0.5%	+$1.04K	0.05%	111
2020 Q2	$213K	Buy	+3,072	New	+$201K	0.05%	110
2020 Q1	–	Sell	-3,045	Closed	-$221K	–	134
2019 Q4	$221K	Hold	3,045	–	–	0.04%	139
2019 Q3	$204K	Hold	3,045	–	–	0.04%	135
2019 Q2	$203K	Buy	+3,045	New	+$200K	0.05%	132
2018 Q4	–	Sell	-3,045	Closed	-$203K	–	140
2018 Q3	$203K	Buy	+3,045	New	+$200K	0.05%	125

Other funds holding ITOT

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Barber Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.4% in Q1 2023, buying an estimated $1.24K and bringing the position to 3,535 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #99.

Barber Financial Group first reported a position in ITOT in Q3 2018 and has held it in 16 quarters since. The position peaked at $370K in Q4 2021. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

Barber Financial Group held 3,535 shares of iShares Core S&P Total US Stock Market ETF worth $320K as of Q1 2023.
Barber Financial Group bought 14 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $1.24K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Barber Financial Group's portfolio in Q1 2023, its #99 holding.
Barber Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 16 quarters since.
Barber Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $370K in Q4 2021.
1,053 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

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