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 $1.89T AUM 35.08% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

PAG

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

Barber Financial Group sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 3,472 shares — an estimated $202K sold.

Barber Financial Group first reported a position in IYW in Q1 2017 and held it in 8 quarters. The position peaked at $417K in Q2 2017. 422 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

Barber Financial Group reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 3,472 iShares US Technology ETF shares in Q1 2020, an estimated $202K.
Barber Financial Group first reported a position in iShares US Technology ETF in Q1 2017 and held it in 8 quarters.
Barber Financial Group's iShares US Technology ETF position peaked at $417K in Q2 2017.
422 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

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