Kavar Capital Partners Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-14	Closed	-$1K	–	289
2019 Q2	$1K	Buy	+14	New	+$1.04K	﹤0.01%	487
2018 Q3	–	Sell	-128	Closed	-$10K	–	246
2018 Q2	$10K	Hold	128	–	–	0.01%	315
2018 Q1	$10K	Buy	+128	New	+$9.84K	0.01%	317
2016 Q1	–	Sell	-242	Closed	-$13K	–	225
2015 Q4	$13K	Hold	242	–	–	0.01%	247
2015 Q3	$12K	Hold	242	–	–	0.01%	266
2015 Q2	$14K	Buy	+242	New	+$14.4K	0.01%	280
2014 Q2	–	Sell	-242	Closed	-$13K	–	275
2014 Q1	$13K	Buy	+242	New	+$13.4K	0.01%	296

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

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

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

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

Kavar Capital Partners Group sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2019, closing a stake of 14 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in IJS in Q1 2014 and held it in 7 quarters. The position peaked at $14K in Q2 2015. 496 funds tracked by Wall St. Rank hold IJS as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 14 iShares S&P Small-Cap 600 Value ETF shares in Q3 2019, an estimated $1K.
Kavar Capital Partners Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2014 and held it in 7 quarters.
Kavar Capital Partners Group's iShares S&P Small-Cap 600 Value ETF position peaked at $14K in Q2 2015.
496 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2019.

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