Kavar Capital Partners Group’s iShares Russell 2000 ETF IWM Stock Holding History

Kavar Capital Partners Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.77M	Hold	8,213	–	–	0.25%	84
2025 Q1	$1.64M	Hold	8,213	–	–	0.27%	78
2024 Q4	$1.81M	Sell	8,213 -70	-0.8%	-$15.5K	0.31%	72
2024 Q3	$1.83M	Sell	8,283 -63	-0.8%	-$13.9K	0.29%	79
2024 Q2	$1.69M	Sell	8,346 -197	-2%	-$40K	0.31%	74
2024 Q1	$1.8M	Sell	8,543 -8,773	-51%	-$1.84M	0.33%	72
2023 Q4	$3.48M	Buy	17,316 +8,725	+102%	+$1.75M	0.39%	66
2023 Q3	$1.52M	Sell	8,591 -67	-0.8%	-$11.8K	0.33%	72
2023 Q2	$1.62M	Sell	8,658 -63	-0.7%	-$11.8K	0.35%	72
2023 Q1	$1.56M	Sell	8,721 -54	-0.6%	-$9.63K	0.34%	73
2022 Q4	$1.53M	Sell	8,775 -86	-1%	-$15K	0.35%	70
2022 Q3	$1.46M	Sell	8,861 -164	-2%	-$27K	0.37%	69
2022 Q2	$1.53M	Sell	9,025 -284	-3%	-$48.1K	0.35%	70
2022 Q1	$1.91M	Sell	9,309 -80	-0.9%	-$16.4K	0.41%	65
2021 Q4	$2.09M	Sell	9,389 -73	-0.8%	-$16.2K	0.43%	65
2021 Q3	$2.07M	Sell	9,462 -4	-0%	-$875	0.47%	60
2021 Q2	$2.17M	Sell	9,466 -70	-0.7%	-$16.1K	0.52%	59
2021 Q1	$2.11M	Hold	9,536	–	–	0.57%	56
2020 Q4	$1.87M	Sell	9,536 -38	-0.4%	-$7.45K	0.54%	58
2020 Q3	$1.43M	Sell	9,574 -122	-1%	-$18.3K	0.48%	60
2020 Q2	$1.39M	Sell	9,696 -426	-4%	-$61K	0.53%	59
2020 Q1	$1.16M	Buy	10,122 +8,656	+590%	+$991K	0.56%	57
2019 Q4	$243K	Hold	1,466	–	–	0.09%	116
2019 Q3	$222K	Hold	1,466	–	–	0.09%	123
2019 Q2	$228K	Hold	1,466	–	–	0.09%	115
2019 Q1	$224K	Buy	+1,466	New	+$224K	0.1%	116
2018 Q3	–	Sell	-191	Closed	-$31K	–	253
2018 Q2	$31K	Hold	191	–	–	0.02%	224
2018 Q1	$29K	Buy	+191	New	+$29K	0.02%	233
2016 Q1	–	Sell	-478	Closed	-$53K	–	237
2015 Q4	$53K	Hold	478	–	–	0.03%	165
2015 Q3	$52K	Hold	478	–	–	0.04%	167
2015 Q2	$59K	Buy	+478	New	+$59K	0.04%	172
2014 Q2	–	Sell	-387	Closed	-$45K	–	286
2014 Q1	$45K	Hold	387	–	–	0.04%	206
2013 Q4	$44K	Buy	+387	New	+$44K	0.04%	199