Barber Financial Group, Inc. Buys iShares S&P Small-Cap 600 Value ETF, iShares S&P Mid-Cap 400 Value ETF, S&P MidCap 400 ETF, Sells iShares U.S. Basic Materials ETF, PowerShares QQQ Trust Ser 1, iShares S&P Mid-Cap 400 Growth ETF

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Apr 22, 2021
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Investment company Barber Financial Group, Inc. (Current Portfolio) buys iShares S&P Small-Cap 600 Value ETF, iShares S&P Mid-Cap 400 Value ETF, S&P MidCap 400 ETF, iShares Russell 2000 ETF, ISHARES TRUST, sells iShares U.S. Basic Materials ETF, PowerShares QQQ Trust Ser 1, iShares S&P Mid-Cap 400 Growth ETF, S&P 500 ETF TRUST ETF, iShares S&P 500 Growth ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Barber Financial Group, Inc.. As of 2021Q1, Barber Financial Group, Inc. owns 138 stocks with a total value of $664 million. These are the details of the buys and sells.

For the details of Barber Financial Group, Inc.'s stock buys and sells,go to https://www.gurufocus.com/guru/barber+financial+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Barber Financial Group, Inc.
  1. iShares S&P Small-Cap 600 Value ETF (IJS) - 527,197 shares, 7.99% of the total portfolio. Shares added by 5507.29%
  2. iShares S&P Mid-Cap 400 Value ETF (IJJ) - 495,553 shares, 7.60% of the total portfolio. New Position
  3. S&P MidCap 400 ETF (MDY) - 101,984 shares, 7.31% of the total portfolio. New Position
  4. iShares Russell 2000 ETF (IWM) - 218,765 shares, 7.28% of the total portfolio. New Position
  5. ISHARES TRUST (IJT) - 373,799 shares, 7.21% of the total portfolio. New Position
New Purchase: iShares S&P Mid-Cap 400 Value ETF (IJJ)

Barber Financial Group, Inc. initiated holding in iShares S&P Mid-Cap 400 Value ETF. The purchase prices were between $84.49 and $104.95, with an estimated average price of $95.13. The stock is now traded at around $104.900000. The impact to a portfolio due to this purchase was 7.6%. The holding were 495,553 shares as of 2021-03-31.

New Purchase: S&P MidCap 400 ETF (MDY)

Barber Financial Group, Inc. initiated holding in S&P MidCap 400 ETF. The purchase prices were between $412.59 and $488.4, with an estimated average price of $455.26. The stock is now traded at around $491.920000. The impact to a portfolio due to this purchase was 7.31%. The holding were 101,984 shares as of 2021-03-31.

New Purchase: iShares Russell 2000 ETF (IWM)

Barber Financial Group, Inc. initiated holding in iShares Russell 2000 ETF. The purchase prices were between $193.14 and $233.98, with an estimated average price of $217.96. The stock is now traded at around $221.580000. The impact to a portfolio due to this purchase was 7.28%. The holding were 218,765 shares as of 2021-03-31.

New Purchase: ISHARES TRUST (IJT)

Barber Financial Group, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $113.07 and $134.23, with an estimated average price of $126.9. The stock is now traded at around $129.350000. The impact to a portfolio due to this purchase was 7.21%. The holding were 373,799 shares as of 2021-03-31.

New Purchase: Invesco Emerging Markets Sovereign Debt ETF (PCY)

Barber Financial Group, Inc. initiated holding in Invesco Emerging Markets Sovereign Debt ETF. The purchase prices were between $26.28 and $28.39, with an estimated average price of $27.55. The stock is now traded at around $27.480000. The impact to a portfolio due to this purchase was 0.73%. The holding were 180,574 shares as of 2021-03-31.

New Purchase: SPDR Bloomberg Barclays International Treasury Bon (BWX)

Barber Financial Group, Inc. initiated holding in SPDR Bloomberg Barclays International Treasury Bon. The purchase prices were between $29.12 and $31.38, with an estimated average price of $30.29. The stock is now traded at around $29.850000. The impact to a portfolio due to this purchase was 0.72%. The holding were 164,937 shares as of 2021-03-31.

Added: iShares S&P Small-Cap 600 Value ETF (IJS)

Barber Financial Group, Inc. added to a holding in iShares S&P Small-Cap 600 Value ETF by 5507.29%. The purchase prices were between $80.09 and $107.56, with an estimated average price of $94.36. The stock is now traded at around $100.570000. The impact to a portfolio due to this purchase was 7.85%. The holding were 527,197 shares as of 2021-03-31.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Barber Financial Group, Inc. added to a holding in iShares Core U.S. Aggregate Bond ETF by 1465.71%. The purchase prices were between $113.25 and $117.47, with an estimated average price of $115.44. The stock is now traded at around $114.770000. The impact to a portfolio due to this purchase was 0.93%. The holding were 57,712 shares as of 2021-03-31.

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Barber Financial Group, Inc. added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 78.79%. The purchase prices were between $101.91 and $102.11, with an estimated average price of $102.01. The stock is now traded at around $101.965000. The impact to a portfolio due to this purchase was 0.19%. The holding were 27,580 shares as of 2021-03-31.

Added: iShares Intermediate Credit Bond ETF (IGIB)

Barber Financial Group, Inc. added to a holding in iShares Intermediate Credit Bond ETF by 91.79%. The purchase prices were between $58.86 and $61.38, with an estimated average price of $60.27. The stock is now traded at around $59.770000. The impact to a portfolio due to this purchase was 0.14%. The holding were 32,438 shares as of 2021-03-31.

Added: SPDR Portfolio S&P 500 Value ETF (SPYV)

Barber Financial Group, Inc. added to a holding in SPDR Portfolio S&P 500 Value ETF by 27.67%. The purchase prices were between $33.64 and $38.15, with an estimated average price of $35.96. The stock is now traded at around $38.750000. The impact to a portfolio due to this purchase was 0.09%. The holding were 74,425 shares as of 2021-03-31.

Added: iShares MSCI ACWI Index Fund (ACWI)

Barber Financial Group, Inc. added to a holding in iShares MSCI ACWI Index Fund by 80.57%. The purchase prices were between $90.22 and $96.52, with an estimated average price of $93.95. The stock is now traded at around $98.480000. The impact to a portfolio due to this purchase was 0.06%. The holding were 10,027 shares as of 2021-03-31.

Sold Out: iShares U.S. Basic Materials ETF (IYM)

Barber Financial Group, Inc. sold out a holding in iShares U.S. Basic Materials ETF. The sale prices were between $110.78 and $126.89, with an estimated average price of $119.08.

Sold Out: iShares S&P Mid-Cap 400 Growth ETF (IJK)

Barber Financial Group, Inc. sold out a holding in iShares S&P Mid-Cap 400 Growth ETF. The sale prices were between $71.13 and $80.08, with an estimated average price of $76.95.

Sold Out: iShares S&P 500 Growth ETF (IVW)

Barber Financial Group, Inc. sold out a holding in iShares S&P 500 Growth ETF. The sale prices were between $61.34 and $67.15, with an estimated average price of $64.55.

Sold Out: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Barber Financial Group, Inc. sold out a holding in First Trust Low Duration Mortgage Opportunities ET. The sale prices were between $50.98 and $51.39, with an estimated average price of $51.22.

Sold Out: Tesla Inc (TSLA)

Barber Financial Group, Inc. sold out a holding in Tesla Inc. The sale prices were between $563 and $883.09, with an estimated average price of $754.2.

Sold Out: iShares MSCI Global Min Vol Factor ETF (ACWV)

Barber Financial Group, Inc. sold out a holding in iShares MSCI Global Min Vol Factor ETF. The sale prices were between $93.7 and $99.63, with an estimated average price of $97.01.



Here is the complete portfolio of Barber Financial Group, Inc.. Also check out:

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