KCPG
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Kavar Capital Partners Group’s iShares US Basic Materials ETF IYM Stock Holding History

Kavar Capital Partners Group’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-74
Closed -$7K – 300
2019
Q2 		$7K Buy
+74
New +$6.8K ﹤0.01% 397
2018
Q3 		– Sell
-74
Closed -$7K – 256
2018
Q2 		$7K Hold
74
– – ﹤0.01% 345
2018
Q1 		$7K Buy
+74
New +$7.59K ﹤0.01% 344
2016
Q1 		– Sell
-74
Closed -$5K – 241
2015
Q4 		$5K Hold
74
– – ﹤0.01% 299
2015
Q3 		$4K Hold
74
– – ﹤0.01% 321
2015
Q2 		$5K Buy
+74
New +$6.22K ﹤0.01% 336
2014
Q2 		– Sell
-74
Closed -$6K – 291
2014
Q1 		$6K Hold
74
– – 0.01% 335
2013
Q4 		$6K Buy
+74
New +$5.74K 0.01% 318

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return