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

Kavar Capital Partners Group’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-90
Closed -$3K – 281
2014
Q1 		$3K Hold
90
– – ﹤0.01% 371
2013
Q4 		$3K Buy
+90
New +$3.57K ﹤0.01% 354

Other funds holding IUSV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Kavar Capital Partners Group's IUSV Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2014, closing a stake of 90 shares — an estimated $3K sold.

Kavar Capital Partners Group first reported a position in IUSV in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q1 2014. 73 funds tracked by Wall St. Rank hold IUSV as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining iShares Core S&P US Value ETF position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 90 iShares Core S&P US Value ETF shares in Q2 2014, an estimated $3K.
  • Kavar Capital Partners Group first reported a position in iShares Core S&P US Value ETF in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's iShares Core S&P US Value ETF position peaked at $3K in Q1 2014.
  • 73 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.