Barber Financial Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$545K	Buy	7,382 +2,255	+44%	+$166K	0.1%	73
2022 Q4	$362K	Sell	5,127 -222	-4%	-$15.4K	0.1%	89
2022 Q3	$335K	Hold	5,349	–	–	0.1%	91
2022 Q2	$358K	Sell	5,349 -3,251	-38%	-$234K	0.06%	92
2022 Q1	$653K	Sell	8,600 -2,291	-21%	-$172K	0.09%	63
2021 Q4	$831K	Buy	10,891 +4,349	+66%	+$323K	0.1%	68
2021 Q3	$464K	Buy	6,542 +233	+4%	+$16.9K	0.06%	91
2021 Q2	$454K	Buy	+6,309	New	+$454K	0.06%	93

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BTI

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Barber Financial Group increased its iShares Core S&P US Value ETF (IUSV) stake by 44% in Q1 2023, buying an estimated $166K and bringing the position to 7,382 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #73.

Barber Financial Group first reported a position in IUSV in Q2 2021 and has held it in 8 quarters since. The position peaked at $831K in Q4 2021. 551 funds tracked by Wall St. Rank hold IUSV as of Q1 2023.

Barber Financial Group held 7,382 shares of iShares Core S&P US Value ETF worth $545K as of Q1 2023.
Barber Financial Group bought 2,255 iShares Core S&P US Value ETF shares in Q1 2023, an estimated $166K.
iShares Core S&P US Value ETF made up 0.1% of Barber Financial Group's portfolio in Q1 2023, its #73 holding.
Barber Financial Group first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 8 quarters since.
Barber Financial Group's iShares Core S&P US Value ETF position peaked at $831K in Q4 2021.
551 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2023.

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