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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$261K	Hold	4,276	–	–	0.05%	116
2022 Q4	$229K	Sell	4,276 -1,812	-30%	-$99.7K	0.06%	117
2022 Q3	$320K	Buy	6,088 +4	+0.1%	+$235	0.09%	94
2022 Q2	$333K	Sell	6,084 -196	-3%	-$11.8K	0.05%	98
2022 Q1	$436K	Sell	6,280 -52	-0.8%	-$3.55K	0.06%	86
2021 Q4	$484K	Buy	6,332 +4	+0.1%	+$297	0.06%	89
2021 Q3	$434K	Buy	6,328 +252	+4%	+$17.8K	0.06%	98
2021 Q2	$412K	Buy	6,076 +4	+0.1%	+$258	0.06%	100
2021 Q1	$369K	Buy	6,072 +2,188	+56%	+$133K	0.05%	94
2020 Q4	$234K	Buy	+3,884	New	+$221K	0.04%	121
2018 Q1	–	Sell	-322,032	Closed	-$10.8M	–	135
2017 Q4	$10.8M	Buy	322,032 +229,708	+249%	+$7.53M	2.76%	5
2017 Q3	$2.89M	Sell	92,324 -4,080	-4%	-$125K	0.82%	39
2017 Q2	$2.87M	Buy	96,404 +6,500	+7%	+$191K	0.93%	28
2017 Q1	$2.56M	Buy	89,904 +13,688	+18%	+$380K	0.88%	27
2016 Q4	$2M	Buy	+76,216	New	+$1.98M	0.72%	27

Other funds holding IWF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Barber Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2023 at 4,276 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #116.

Barber Financial Group first reported a position in IWF in Q4 2016 and has held it in 15 quarters since. The position peaked at $10.8M in Q4 2017. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Barber Financial Group held 4,276 shares of iShares Russell 1000 Growth ETF worth $261K as of Q1 2023.
Barber Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2023.
iShares Russell 1000 Growth ETF made up 0.05% of Barber Financial Group's portfolio in Q1 2023, its #116 holding.
Barber Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 15 quarters since.
Barber Financial Group's iShares Russell 1000 Growth ETF position peaked at $10.8M in Q4 2017.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

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