KMS Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.02M | Buy |
57,912
+276
| +0.5% | +$14.4K | 0.42% | 57 |
|
|
2014
Q2 | $3.23M | Buy |
57,636
+11,080
| +24% | +$621K | 0.46% | 53 |
|
|
2014
Q1 | $2.56M | Sell |
46,556
-19,404
| -29% | -$1.07M | 0.41% | 55 |
|
|
2013
Q4 | $3.6M | Sell |
65,960
-5,160
| -7% | -$282K | 0.61% | 27 |
|
|
2013
Q3 | $3.55M | Sell |
71,120
-7,324
| -9% | -$365K | 0.86% | 15 |
|
|
2013
Q2 | $3.55M | Buy |
+78,444
| New | +$3.55M | 0.99% | 14 |
|