KCPG
IVE icon

Kavar Capital Partners Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Kavar Capital Partners Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-326
Closed -$38K – 297
2019
Q2 		$38K Buy
+326
New +$37.3K 0.01% 251
2018
Q3 		– Sell
-326
Closed -$36K – 251
2018
Q2 		$36K Hold
326
– – 0.02% 212
2018
Q1 		$36K Buy
+326
New +$37.3K 0.02% 211
2016
Q1 		– Sell
-326
Closed -$28K – 233
2015
Q4 		$28K Hold
326
– – 0.02% 202
2015
Q3 		$27K Hold
326
– – 0.02% 205
2015
Q2 		$30K Buy
+326
New +$30.8K 0.02% 212
2014
Q2 		– Sell
-326
Closed -$28K – 282
2014
Q1 		$28K Buy
326
+26
+9% +$2.2K 0.02% 234
2013
Q4 		$25K Buy
+300
New +$24.7K 0.02% 230

Other funds holding IVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return