Barber Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$243K	Hold	1,078	–	–	0.04%	124
2022 Q4	$227K	Sell	1,078 -445	-29%	-$94.2K	0.06%	119
2022 Q3	$301K	Hold	1,523	–	–	0.09%	100
2022 Q2	$316K	Hold	1,523	–	–	0.05%	103
2022 Q1	$381K	Hold	1,523	–	–	0.05%	99
2021 Q4	$403K	Hold	1,523	–	–	0.05%	105
2021 Q3	$368K	Hold	1,523	–	–	0.05%	107
2021 Q2	$369K	Hold	1,523	–	–	0.05%	105
2021 Q1	$341K	Hold	1,523	–	–	0.05%	101
2020 Q4	$323K	Hold	1,523	–	–	0.06%	103
2020 Q3	$285K	Hold	1,523	–	–	0.06%	104
2020 Q2	$261K	Hold	1,523	–	–	0.06%	99
2020 Q1	$216K	Hold	1,523	–	–	0.07%	98
2019 Q4	$272K	Hold	1,523	–	–	0.06%	114
2019 Q3	$251K	Buy	+1,523	New	+$250K	0.05%	118

Other funds holding IWB

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Barber Financial Group held its iShares Russell 1000 ETF (IWB) position steady in Q1 2023 at 1,078 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #124.

Barber Financial Group first reported a position in IWB in Q3 2019 and has held it in 15 quarters since. The position peaked at $403K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Barber Financial Group held 1,078 shares of iShares Russell 1000 ETF worth $243K as of Q1 2023.
Barber Financial Group left its iShares Russell 1000 ETF share count unchanged in Q1 2023.
iShares Russell 1000 ETF made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #124 holding.
Barber Financial Group first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 15 quarters since.
Barber Financial Group's iShares Russell 1000 ETF position peaked at $403K in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

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