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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-24	Closed	-$1K	–	287
2019 Q2	$1K	Buy	+24	New	+$1.33K	﹤0.01%	486
2018 Q3	–	Sell	-24	Closed	-$1K	–	244
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	431
2018 Q1	$1K	Buy	+24	New	+$1.33K	﹤0.01%	424
2016 Q1	–	Sell	-24	Closed	–	–	224
2015 Q4	$0	Hold	24	–	–	﹤0.01%	500
2015 Q3	$0	Hold	24	–	–	﹤0.01%	503
2015 Q2	$1K	Buy	+24	New	+$1.03K	﹤0.01%	442
2014 Q2	–	Sell	-24	Closed	–	–	274
2014 Q1	$0	Buy	+24	New	+$903	﹤0.01%	551

Other funds holding IJK

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

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

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

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2019, closing a stake of 24 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in IJK in Q1 2014 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 527 funds tracked by Wall St. Rank hold IJK as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 24 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $1K.
Kavar Capital Partners Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2014 and held it in 7 quarters.
Kavar Capital Partners Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1K in Q2 2019.
527 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2019.

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