Kavar Capital Partners Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kavar Capital Partners Group’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12	Closed	-$1K	–	286
2019 Q2	$1K	Buy	+12	New	+$952	﹤0.01%	485
2018 Q3	–	Sell	-12	Closed	-$1K	–	243
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	430
2018 Q1	$1K	Buy	+12	New	+$952	﹤0.01%	423
2016 Q1	–	Sell	-12	Closed	–	–	223
2015 Q4	$0	Hold	12	–	–	﹤0.01%	499
2015 Q3	$0	Hold	12	–	–	﹤0.01%	502
2015 Q2	$0	Buy	+12	New	+$792	﹤0.01%	522
2014 Q2	–	Sell	-12	Closed	–	–	273
2014 Q1	$0	Buy	+12	New	+$703	﹤0.01%	550

Other funds holding IJJ

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kavar Capital Partners Group's IJJ Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2019, closing a stake of 12 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in IJJ in Q1 2014 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 468 funds tracked by Wall St. Rank hold IJJ as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 12 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2019, an estimated $1K.
Kavar Capital Partners Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2014 and held it in 7 quarters.
Kavar Capital Partners Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $1K in Q2 2019.
468 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.