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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

OWD

Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Kavar Capital Partners Group sold out of iShares US Basic Materials ETF (IYM) in Q3 2019, closing a stake of 74 shares — an estimated $7K sold.

Kavar Capital Partners Group first reported a position in IYM in Q4 2013 and held it in 8 quarters. The position peaked at $7K in Q2 2019. 119 funds tracked by Wall St. Rank hold IYM as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares US Basic Materials ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 74 iShares US Basic Materials ETF shares in Q3 2019, an estimated $7K.
Kavar Capital Partners Group first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's iShares US Basic Materials ETF position peaked at $7K in Q2 2019.
119 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2019.

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