Barber Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $381K | Hold |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $368K | Hold |
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|
2021
Q2 | $369K | Hold |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $285K | Hold |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $251K | Buy |
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