KMS Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	$914K	Buy	34,224 +16,860	+97%	+$450K	0.13%	171
2014 Q2	$456K	Buy	17,364 +4,464	+35%	+$117K	0.07%	295
2014 Q1	$322K	Sell	12,900 -544	-4%	-$13.6K	0.05%	358
2013 Q4	$332K	Buy	13,444 +3,812	+40%	+$94.1K	0.06%	352
2013 Q3	$215K	Buy	+9,632	New	+$215K	0.05%	377