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Kavar Capital Partners Group’s iShares Russell 3000 ETF IWV Stock Holding History

Kavar Capital Partners Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-37
Closed -$4K – 290
2014
Q1 		$4K Hold
37
– – ﹤0.01% 356
2013
Q4 		$4K Buy
+37
New +$3.93K ﹤0.01% 336

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Kavar Capital Partners Group's IWV Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of iShares Russell 3000 ETF (IWV) in Q2 2014, closing a stake of 37 shares — an estimated $4K sold.

Kavar Capital Partners Group first reported a position in IWV in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q1 2014. 247 funds tracked by Wall St. Rank hold IWV as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining iShares Russell 3000 ETF position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 37 iShares Russell 3000 ETF shares in Q2 2014, an estimated $4K.
  • Kavar Capital Partners Group first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's iShares Russell 3000 ETF position peaked at $4K in Q1 2014.
  • 247 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.