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

Kavar Capital Partners Group’s Portfolio IJT Stock Details IJT 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	–	290
2019 Q2	$1K	Buy	+14	New	+$1.26K	﹤0.01%	488
2018 Q3	–	Sell	-14	Closed	-$1K	–	247
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	432
2018 Q1	$1K	Buy	+14	New	+$1.22K	﹤0.01%	425
2016 Q1	–	Sell	-14	Closed	–	–	226
2015 Q4	$0	Hold	14	–	–	﹤0.01%	501
2015 Q3	$0	Hold	14	–	–	﹤0.01%	504
2015 Q2	$0	Buy	+14	New	+$913	﹤0.01%	523
2014 Q2	–	Sell	-14	Closed	–	–	276
2014 Q1	$0	Buy	+14	New	+$822	﹤0.01%	552

Other funds holding IJT

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Kavar Capital Partners Group first reported a position in IJT in Q1 2014 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 467 funds tracked by Wall St. Rank hold IJT as of Q3 2019.

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

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