Kavar Capital Partners Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,095	Closed	-$98K	–	299
2019 Q2	$98K	Buy	+1,095	New	+$96.2K	0.04%	168
2018 Q3	–	Sell	-1,227	Closed	-$109K	–	255
2018 Q2	$109K	Sell	1,227 -125	-9%	-$11K	0.05%	139
2018 Q1	$117K	Buy	+1,352	New	+$120K	0.06%	133
2016 Q1	–	Sell	-1,567	Closed	-$107K	–	240
2015 Q4	$107K	Hold	1,567	–	–	0.07%	126
2015 Q3	$105K	Sell	1,567 -200	-11%	-$14.2K	0.07%	127
2015 Q2	$130K	Buy	+1,767	New	+$133K	0.09%	132
2014 Q3	–	Sell	-2,857	Closed	-$207K	–	129
2014 Q2	$207K	Hold	2,857	–	–	0.18%	126
2014 Q1	$196K	Sell	2,857 -895	-24%	-$59.5K	0.16%	128
2013 Q4	$246K	Buy	+3,752	New	+$239K	0.22%	104

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2019, closing a stake of 1,095 shares — an estimated $98K sold.

Kavar Capital Partners Group first reported a position in IWS in Q4 2013 and held it in 9 quarters. The position peaked at $246K in Q4 2013. 537 funds tracked by Wall St. Rank hold IWS as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 1,095 iShares Russell Mid-Cap Value ETF shares in Q3 2019, an estimated $98K.
Kavar Capital Partners Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and held it in 9 quarters.
Kavar Capital Partners Group's iShares Russell Mid-Cap Value ETF position peaked at $246K in Q4 2013.
537 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2019.

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