Barber Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $261K | Hold |
1,069
| – | – | 0.05% | 116 |
|
|
2022
Q4 | $229K | Sell |
1,069
-453
| -30% | -$97K | 0.06% | 117 |
|
|
2022
Q3 | $320K | Buy |
1,522
+1
| +0.1% | +$210 | 0.09% | 94 |
|
|
2022
Q2 | $333K | Sell |
1,521
-49
| -3% | -$10.7K | 0.05% | 98 |
|
|
2022
Q1 | $436K | Sell |
1,570
-13
| -0.8% | -$3.61K | 0.06% | 86 |
|
|
2021
Q4 | $484K | Buy |
1,583
+1
| +0.1% | +$306 | 0.06% | 89 |
|
|
2021
Q3 | $434K | Buy |
1,582
+63
| +4% | +$17.3K | 0.06% | 98 |
|
|
2021
Q2 | $412K | Buy |
1,519
+1
| +0.1% | +$271 | 0.06% | 100 |
|
|
2021
Q1 | $369K | Buy |
1,518
+547
| +56% | +$133K | 0.05% | 94 |
|
|
2020
Q4 | $234K | Buy |
+971
| New | +$234K | 0.04% | 121 |
|
|
2018
Q1 | – | Sell |
-80,508
| Closed | -$10.8M | – | 135 |
|
|
2017
Q4 | $10.8M | Buy |
80,508
+57,427
| +249% | +$7.73M | 2.76% | 5 |
|
|
2017
Q3 | $2.89M | Sell |
23,081
-1,020
| -4% | -$128K | 0.82% | 39 |
|
|
2017
Q2 | $2.87M | Buy |
24,101
+1,625
| +7% | +$193K | 0.93% | 28 |
|
|
2017
Q1 | $2.56M | Buy |
22,476
+3,422
| +18% | +$389K | 0.88% | 27 |
|
|
2016
Q4 | $2M | Buy |
+19,054
| New | +$2M | 0.72% | 27 |
|