KCPG
IJT icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return