BFG
Barber Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,181
| Closed | -$448K | – | 160 |
|
|
2022
Q1 | $448K | Sell |
2,181
-3,914
| -64% | -$804K | 0.06% | 84 |
|
|
2021
Q4 | $1.36M | Sell |
6,095
-170,344
| -97% | -$37.9M | 0.16% | 50 |
|
|
2021
Q3 | $38.6M | Sell |
176,439
-54,388
| -24% | -$11.9M | 4.99% | 8 |
|
|
2021
Q2 | $52.9M | Buy |
230,827
+12,062
| +6% | +$2.77M | 7.2% | 3 |
|
|
2021
Q1 | $48.3M | Buy |
+218,765
| New | +$48.3M | 7.06% | 4 |
|
|
2019
Q1 | – | Sell |
-15,994
| Closed | -$2.14M | – | 143 |
|
|
2018
Q4 | $2.14M | Sell |
15,994
-1,656
| -9% | -$222K | 0.46% | 46 |
|
|
2018
Q3 | $2.98M | Buy |
+17,650
| New | +$2.98M | 0.71% | 37 |
|
|
2018
Q1 | – | Sell |
-25,534
| Closed | -$3.89M | – | 136 |
|
|
2017
Q4 | $3.89M | Buy |
+25,534
| New | +$3.89M | 0.99% | 29 |
|