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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-807	Closed	-$206K	–	161
2022 Q1	$206K	Buy	807 +1	+0.1%	+$256	0.03%	144
2021 Q4	$236K	Hold	806	–	–	0.03%	146
2021 Q3	$237K	Buy	806 +1	+0.1%	+$300	0.03%	145
2021 Q2	$251K	Hold	805	–	–	0.03%	135
2021 Q1	$242K	Buy	805 +1	+0.1%	+$310	0.04%	125
2020 Q4	$230K	Buy	+804	New	+$205K	0.04%	122
2018 Q1	–	Sell	-57,189	Closed	-$10.7M	–	137
2017 Q4	$10.7M	Buy	57,189 +54,363	+1,924%	+$9.92M	2.71%	7
2017 Q3	$506K	Buy	+2,826	New	+$480K	0.14%	60
2017 Q2	–	Sell	-90,982	Closed	-$14.7M	–	92
2017 Q1	$14.7M	Buy	90,982 +6,237	+7%	+$990K	5.03%	4
2016 Q4	$13M	Buy	+84,745	New	+$12.7M	4.71%	7

Other funds holding IWO

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Barber Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2022, closing a stake of 807 shares — an estimated $206K sold.

Barber Financial Group first reported a position in IWO in Q4 2016 and held it in 10 quarters. The position peaked at $14.7M in Q1 2017. 790 funds tracked by Wall St. Rank hold IWO as of Q2 2022.

Barber Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Barber Financial Group sold 807 iShares Russell 2000 Growth ETF shares in Q2 2022, an estimated $206K.
Barber Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 10 quarters.
Barber Financial Group's iShares Russell 2000 Growth ETF position peaked at $14.7M in Q1 2017.
790 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2022.

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