Barber Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-807
| Closed | -$206K | – | 161 |
|
|
2022
Q1 | $206K | Buy |
807
+1
| +0.1% | +$255 | 0.03% | 144 |
|
|
2021
Q4 | $236K | Hold |
806
| – | – | 0.03% | 146 |
|
|
2021
Q3 | $237K | Buy |
806
+1
| +0.1% | +$294 | 0.03% | 145 |
|
|
2021
Q2 | $251K | Hold |
805
| – | – | 0.03% | 135 |
|
|
2021
Q1 | $242K | Buy |
805
+1
| +0.1% | +$301 | 0.04% | 125 |
|
|
2020
Q4 | $230K | Buy |
+804
| New | +$230K | 0.04% | 122 |
|
|
2018
Q1 | – | Sell |
-57,189
| Closed | -$10.7M | – | 137 |
|
|
2017
Q4 | $10.7M | Buy |
57,189
+54,363
| +1,924% | +$10.1M | 2.71% | 7 |
|
|
2017
Q3 | $506K | Buy |
+2,826
| New | +$506K | 0.14% | 60 |
|
|
2017
Q2 | – | Sell |
-90,982
| Closed | -$14.7M | – | 92 |
|
|
2017
Q1 | $14.7M | Buy |
90,982
+6,237
| +7% | +$1.01M | 5.03% | 4 |
|
|
2016
Q4 | $13M | Buy |
+84,745
| New | +$13M | 4.71% | 7 |
|