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

KMS Financial Services’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$914K Buy
34,224
+16,860
+97% +$449K 0.13% 171
2014
Q2 		$456K Buy
17,364
+4,464
+35% +$113K 0.07% 295
2014
Q1 		$322K Sell
12,900
-544
-4% -$13.4K 0.05% 358
2013
Q4 		$332K Buy
13,444
+3,812
+40% +$89.8K 0.06% 352
2013
Q3 		$215K Buy
+9,632
New +$213K 0.05% 377

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

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

KMS Financial Services increased its iShares S&P 500 Growth ETF (IVW) stake by 97% in Q3 2014, buying an estimated $449K and bringing the position to 34,224 shares worth $914K. The position accounts for 0.13% of the portfolio, ranked #171.

KMS Financial Services first reported a position in IVW in Q3 2013 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold IVW as of Q3 2014.

  • KMS Financial Services held 34,224 shares of iShares S&P 500 Growth ETF worth $914K as of Q3 2014.
  • KMS Financial Services bought 16,860 iShares S&P 500 Growth ETF shares in Q3 2014, an estimated $449K.
  • iShares S&P 500 Growth ETF made up 0.13% of KMS Financial Services's portfolio in Q3 2014, its #171 holding.
  • KMS Financial Services first reported a position in iShares S&P 500 Growth ETF in Q3 2013 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2014.

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