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

Kavar Capital Partners Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-286
Closed -$25K – 505
2015
Q3 		$25K Sell
286
-100
-26% -$9.6K 0.02% 211
2015
Q2 		$39K Buy
+386
New +$39.7K 0.03% 198
2014
Q2 		– Sell
-1,186
Closed -$119K – 287
2014
Q1 		$119K Hold
1,186
– – 0.1% 148
2013
Q4 		$118K Buy
+1,186
New +$113K 0.11% 141

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kavar Capital Partners Group's IWN Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2015, closing a stake of 286 shares — an estimated $25K sold.

Kavar Capital Partners Group first reported a position in IWN in Q4 2013 and held it in 4 quarters. The position peaked at $119K in Q1 2014. 421 funds tracked by Wall St. Rank hold IWN as of Q4 2015.

  • Kavar Capital Partners Group reported no remaining iShares Russell 2000 Value ETF position as of Q4 2015 after selling out during the quarter.
  • Kavar Capital Partners Group sold 286 iShares Russell 2000 Value ETF shares in Q4 2015, an estimated $25K.
  • Kavar Capital Partners Group first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and held it in 4 quarters.
  • Kavar Capital Partners Group's iShares Russell 2000 Value ETF position peaked at $119K in Q1 2014.
  • 421 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.