Barber Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,538	Closed	-$290K	–	135
2019 Q4	$290K	Sell	1,538 -422	-22%	-$76.1K	0.06%	107
2019 Q3	$341K	Sell	1,960 -341	-15%	-$59.1K	0.07%	99
2019 Q2	$397K	Sell	2,301 -119	-5%	-$20.2K	0.09%	91
2019 Q1	$403K	Buy	2,420 +23	+1%	+$3.69K	0.08%	86
2018 Q4	$352K	Sell	2,397 -177	-7%	-$28.1K	0.08%	91
2018 Q3	$444K	Buy	+2,574	New	+$436K	0.11%	79
2018 Q2	–	Sell	-4,309	Closed	-$674K	–	125
2018 Q1	$674K	Sell	4,309 -622	-13%	-$100K	0.18%	68
2017 Q4	$780K	Sell	4,931 -166	-3%	-$25.6K	0.2%	65
2017 Q3	$761K	Buy	+5,097	New	+$744K	0.22%	53

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Barber Financial Group's IWV Position: Q1 2020 in Review

Barber Financial Group sold out of iShares Russell 3000 ETF (IWV) in Q1 2020, closing a stake of 1,538 shares — an estimated $290K sold.

Barber Financial Group first reported a position in IWV in Q3 2017 and held it in 9 quarters. The position peaked at $780K in Q4 2017. 495 funds tracked by Wall St. Rank hold IWV as of Q1 2020.

Barber Financial Group reported no remaining iShares Russell 3000 ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 1,538 iShares Russell 3000 ETF shares in Q1 2020, an estimated $290K.
Barber Financial Group first reported a position in iShares Russell 3000 ETF in Q3 2017 and held it in 9 quarters.
Barber Financial Group's iShares Russell 3000 ETF position peaked at $780K in Q4 2017.
495 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.