KMS Financial Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$352K Buy
6,568
+632
+11% +$33.9K 0.05% 340
2014
Q2
$343K Buy
5,936
+548
+10% +$31.7K 0.05% 355
2014
Q1
$306K Buy
5,388
+1,030
+24% +$58.5K 0.05% 362
2013
Q4
$242K Buy
+4,358
New +$242K 0.04% 424