Barber Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,181	Closed	-$448K	–	160
2022 Q1	$448K	Sell	2,181 -3,914	-64%	-$798K	0.06%	84
2021 Q4	$1.36M	Sell	6,095 -170,344	-97%	-$38.5M	0.16%	50
2021 Q3	$38.6M	Sell	176,439 -54,388	-24%	-$12.1M	4.99%	8
2021 Q2	$52.9M	Buy	230,827 +12,062	+6%	+$2.71M	7.2%	3
2021 Q1	$48.3M	Buy	+218,765	New	+$47.8M	7.06%	4
2019 Q1	–	Sell	-15,994	Closed	-$2.14M	–	144
2018 Q4	$2.14M	Sell	15,994 -1,656	-9%	-$247K	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	+$3.84M	0.99%	29

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Barber Financial Group's IWM Position: Q2 2022 in Review

Barber Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 2,181 shares — an estimated $448K sold.

Barber Financial Group first reported a position in IWM in Q4 2017 and held it in 8 quarters. The position peaked at $52.9M in Q2 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Barber Financial Group reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
Barber Financial Group sold 2,181 iShares Russell 2000 ETF shares in Q2 2022, an estimated $448K.
Barber Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 8 quarters.
Barber Financial Group's iShares Russell 2000 ETF position peaked at $52.9M in Q2 2021.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.