Kavar Capital Partners Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,085	Closed	-$85K	–	288
2019 Q2	$85K	Buy	+1,085	New	+$84.2K	0.03%	174
2018 Q3	–	Sell	-1,736	Closed	-$145K	–	245
2018 Q2	$145K	Sell	1,736 -89	-5%	-$7.25K	0.07%	123
2018 Q1	$141K	Buy	+1,825	New	+$142K	0.07%	125
2014 Q3	–	Sell	-11,754	Closed	-$659K	–	128
2014 Q2	$659K	Sell	11,754 -4,766	-29%	-$258K	0.56%	79
2014 Q1	$909K	Sell	16,520 -4,972	-23%	-$269K	0.75%	55
2013 Q4	$1.17M	Buy	+21,492	New	+$1.12M	1.05%	29

Other funds holding IJR

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2019, closing a stake of 1,085 shares — an estimated $85K sold.

Kavar Capital Partners Group first reported a position in IJR in Q4 2013 and held it in 6 quarters. The position peaked at $1.17M in Q4 2013. 1,332 funds tracked by Wall St. Rank hold IJR as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 1,085 iShares Core S&P Small-Cap ETF shares in Q3 2019, an estimated $85K.
Kavar Capital Partners Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and held it in 6 quarters.
Kavar Capital Partners Group's iShares Core S&P Small-Cap ETF position peaked at $1.17M in Q4 2013.
1,332 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2019.

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