BFG
Barber Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,538
| Closed | -$290K | – | 135 |
|
|
2019
Q4 | $290K | Sell |
1,538
-422
| -22% | -$79.6K | 0.06% | 107 |
|
|
2019
Q3 | $341K | Sell |
1,960
-341
| -15% | -$59.3K | 0.07% | 99 |
|
|
2019
Q2 | $397K | Sell |
2,301
-119
| -5% | -$20.5K | 0.09% | 91 |
|
|
2019
Q1 | $403K | Buy |
2,420
+23
| +1% | +$3.83K | 0.08% | 86 |
|
|
2018
Q4 | $352K | Sell |
2,397
-177
| -7% | -$26K | 0.08% | 91 |
|
|
2018
Q3 | $444K | Buy |
+2,574
| New | +$444K | 0.11% | 79 |
|
|
2018
Q2 | – | Sell |
-4,309
| Closed | -$674K | – | 125 |
|
|
2018
Q1 | $674K | Sell |
4,309
-622
| -13% | -$97.3K | 0.18% | 68 |
|
|
2017
Q4 | $780K | Sell |
4,931
-166
| -3% | -$26.3K | 0.2% | 65 |
|
|
2017
Q3 | $761K | Buy |
+5,097
| New | +$761K | 0.22% | 53 |
|