Barber Financial Group’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,472	Closed	-$202K	–	139
2019 Q4	$202K	Sell	3,472 -1,412	-29%	-$76.8K	0.04%	144
2019 Q3	$249K	Buy	+4,884	New	+$248K	0.05%	120
2018 Q4	–	Sell	-5,944	Closed	-$288K	–	142
2018 Q3	$288K	Buy	+5,944	New	+$281K	0.07%	104
2018 Q2	–	Sell	-8,932	Closed	-$376K	–	131
2018 Q1	$376K	Sell	8,932 -600	-6%	-$25.8K	0.1%	89
2017 Q4	$388K	Sell	9,532 -1,132	-11%	-$45.4K	0.1%	81
2017 Q3	$400K	Sell	10,664 -1,284	-11%	-$47K	0.11%	63
2017 Q2	$417K	Buy	11,948 +136	+1%	+$4.77K	0.14%	51
2017 Q1	$399K	Buy	+11,812	New	+$383K	0.14%	53

Other funds holding IYW

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

Bank of America

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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