KMS Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

KMS Financial Services’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$958K	Hold	21,352	–	–	0.13%	166
2014 Q2	$957K	Hold	21,352	–	–	0.14%	163
2014 Q1	$916K	Sell	21,352 -350	-2%	-$14.7K	0.14%	162
2013 Q4	$918K	Hold	21,702	–	–	0.16%	151
2013 Q3	$837K	Buy	21,702 +930	+4%	+$35.7K	0.2%	121
2013 Q2	$760K	Buy	+20,772	New	+$763K	0.21%	122

Other funds holding ITOT

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KMS Financial Services's ITOT Position: Q3 2014 in Review

KMS Financial Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2014 at 21,352 shares worth $958K. The position accounts for 0.13% of the portfolio, ranked #166.

KMS Financial Services first reported a position in ITOT in Q2 2013 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold ITOT as of Q3 2014.

KMS Financial Services held 21,352 shares of iShares Core S&P Total US Stock Market ETF worth $958K as of Q3 2014.
KMS Financial Services left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2014.
iShares Core S&P Total US Stock Market ETF made up 0.13% of KMS Financial Services's portfolio in Q3 2014, its #166 holding.
KMS Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.