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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of iShares S&P 500 Value ETF (IVE) in Q3 2019, closing a stake of 326 shares — an estimated $38K sold.

Kavar Capital Partners Group first reported a position in IVE in Q4 2013 and held it in 8 quarters. The position peaked at $38K in Q2 2019. 715 funds tracked by Wall St. Rank hold IVE as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 326 iShares S&P 500 Value ETF shares in Q3 2019, an estimated $38K.
Kavar Capital Partners Group first reported a position in iShares S&P 500 Value ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's iShares S&P 500 Value ETF position peaked at $38K in Q2 2019.
715 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2019.

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