Barber Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$222K	Buy	541 +5	+0.9%	+$2K	0.04%	133
2022 Q4	$206K	Sell	536 -76	-12%	-$29.3K	0.06%	131
2022 Q3	$219K	Buy	+612	New	+$244K	0.06%	120
2022 Q1	–	Sell	-27,697	Closed	-$13.2M	–	161
2021 Q4	$13.2M	Sell	27,697 -3,324	-11%	-$1.53M	1.59%	14
2021 Q3	$13.4M	Buy	31,021 +18,590	+150%	+$8.24M	1.73%	16
2021 Q2	$5.34M	Buy	12,431 +34	+0.3%	+$14.2K	0.73%	30
2021 Q1	$4.93M	Buy	12,397 +437	+4%	+$169K	0.72%	25
2020 Q4	$4.49M	Sell	11,960 -483	-4%	-$172K	0.82%	29
2020 Q3	$4.18M	Buy	12,443 +188	+2%	+$62.6K	0.92%	25
2020 Q2	$3.79M	Buy	12,255 +49	+0.4%	+$14.4K	0.91%	26
2020 Q1	$3.15M	Sell	12,206 -950	-7%	-$291K	1%	27
2019 Q4	$4.25M	Sell	13,156 -73	-0.6%	-$22.6K	0.86%	30
2019 Q3	$3.95M	Sell	13,229 -17	-0.1%	-$5.05K	0.84%	29
2019 Q2	$3.9M	Sell	13,246 -36	-0.3%	-$10.4K	0.91%	28
2019 Q1	$3.78M	Sell	13,282 -454	-3%	-$124K	0.74%	30
2018 Q4	$3.46M	Buy	13,736 +410	+3%	+$111K	0.74%	29
2018 Q3	$3.9M	Sell	13,326 -98	-0.7%	-$28.1K	0.94%	28
2018 Q2	$3.67M	Sell	13,424 -338	-2%	-$91.9K	1.06%	28
2018 Q1	$3.65M	Sell	13,762 -235	-2%	-$64.6K	0.97%	36
2017 Q4	$3.76M	Sell	13,997 -15,104	-52%	-$3.96M	0.96%	34
2017 Q3	$7.36M	Sell	29,101 -55,010	-65%	-$13.7M	2.09%	14
2017 Q2	$20.5M	Buy	84,111 +50,870	+153%	+$12.3M	6.66%	3
2017 Q1	$7.89M	Sell	33,241 -2,114	-6%	-$494K	2.7%	11
2016 Q4	$7.96M	Buy	+35,355	New	+$7.77M	2.87%	12

Other funds holding IVV

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

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

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

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

Barber Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.93% in Q1 2023, buying an estimated $2K and bringing the position to 541 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #133.

Barber Financial Group first reported a position in IVV in Q4 2016 and has held it in 24 quarters since. The position peaked at $20.5M in Q2 2017. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

Barber Financial Group held 541 shares of iShares Core S&P 500 ETF worth $222K as of Q1 2023.
Barber Financial Group bought 5 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $2K.
iShares Core S&P 500 ETF made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #133 holding.
Barber Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 24 quarters since.
Barber Financial Group's iShares Core S&P 500 ETF position peaked at $20.5M in Q2 2017.
2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

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