Barber Financial Group’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5,396	Closed	-$391K	–	129
2018 Q1	$391K	Sell	5,396 -78	-1%	-$5.87K	0.1%	86
2017 Q4	$403K	Buy	+5,474	New	+$391K	0.1%	78
2017 Q1	–	Sell	-6,762	Closed	-$408K	–	92
2016 Q4	$408K	Buy	+6,762	New	+$396K	0.15%	52

Other funds holding IYJ

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Barber Financial Group's IYJ Position: Q2 2018 in Review

Barber Financial Group sold out of iShares US Industrials ETF (IYJ) in Q2 2018, closing a stake of 5,396 shares — an estimated $391K sold.

Barber Financial Group first reported a position in IYJ in Q4 2016 and held it in 3 quarters. The position peaked at $408K in Q4 2016. 146 funds tracked by Wall St. Rank hold IYJ as of Q2 2018.

Barber Financial Group reported no remaining iShares US Industrials ETF position as of Q2 2018 after selling out during the quarter.
Barber Financial Group sold 5,396 iShares US Industrials ETF shares in Q2 2018, an estimated $391K.
Barber Financial Group first reported a position in iShares US Industrials ETF in Q4 2016 and held it in 3 quarters.
Barber Financial Group's iShares US Industrials ETF position peaked at $408K in Q4 2016.
146 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2018.

Based on Barber Financial Group's 13F filing for Q2 2018, filed 14 Aug 2018.