BFG
Barber Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $243K | Hold |
1,078
| – | – | 0.04% | 124 |
|
|
2022
Q4 | $227K | Sell |
1,078
-445
| -29% | -$93.7K | 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 | +$251K | 0.05% | 118 |
|