Number of Shares
881,122.00
Current Holdings Value*
$56.29 Mil
% of Portfolio
9.92%
Total Estimate Gain
$44.96 Mil
% of Total Estimate Gain
29.34%

Barber Financial Group, Inc.'s iShares S&P 500 Growth ETF Holding Summary

As of 2023-03-31, Barber Financial Group, Inc. held 881,122.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $56.29 Mil. This investment constitutes 9.92% of their stock portfolio, and Barber Financial Group, Inc. now holds 0.19% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.

The initial trade took place in 2018Q2. And since then Barber Financial Group, Inc. has made 10 purchases of IVW, at an average price of $67.16, for a total of 2.28 Mil shares. In addition, there have been 6 sales at an average price of $70.23 for 1.40 Mil shares. Based on historical transaction data and IVW's current price of $113.29, Barber Financial Group, Inc.'s estimated gain on his IVW holdings is $44.96 Mil, reflecting a 29.34% gain to date.

Barber Financial Group, Inc. IVW ($113.29) Holding Chart

Barber Financial Group, Inc. IVW ($113.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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