Barber Financial Group’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,370	Closed	-$301K	–	137
2019 Q4	$301K	Buy	+4,370	New	+$290K	0.06%	105
2019 Q3	–	Sell	-6,016	Closed	-$378K	–	147
2019 Q2	$378K	Buy	+6,016	New	+$370K	0.09%	94
2018 Q2	–	Sell	-8,090	Closed	-$477K	–	128
2018 Q1	$477K	Buy	+8,090	New	+$491K	0.13%	83
2017 Q2	–	Sell	-9,118	Closed	-$474K	–	94
2017 Q1	$474K	Sell	9,118 -976	-10%	-$50.9K	0.16%	46
2016 Q4	$512K	Buy	+10,094	New	+$482K	0.18%	46

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

Barber Financial Group sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 4,370 shares — an estimated $301K sold.

Barber Financial Group first reported a position in IYF in Q4 2016 and held it in 5 quarters. The position peaked at $512K in Q4 2016. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

Barber Financial Group reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 4,370 iShares US Financials ETF shares in Q1 2020, an estimated $301K.
Barber Financial Group first reported a position in iShares US Financials ETF in Q4 2016 and held it in 5 quarters.
Barber Financial Group's iShares US Financials ETF position peaked at $512K in Q4 2016.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

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