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Kavar Capital Partners Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kavar Capital Partners Group’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$6K – 296
2019
Q2 		$6K Buy
+100
New +$6.15K ﹤0.01% 408
2018
Q3 		– Sell
-100
Closed -$6K – 250
2018
Q2 		$6K Hold
100
– – ﹤0.01% 357
2018
Q1 		$5K Buy
+100
New +$5.61K ﹤0.01% 373

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2019, closing a stake of 100 shares — an estimated $6K sold.

Kavar Capital Partners Group first reported a position in IUSG in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining iShares Core S&P US Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 100 iShares Core S&P US Growth ETF shares in Q3 2019, an estimated $6K.
  • Kavar Capital Partners Group first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and held it in 3 quarters.
  • Kavar Capital Partners Group's iShares Core S&P US Growth ETF position peaked at $6K in Q2 2019.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2019.

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