KMS Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$2.13M Sell
2014
Q2
$2.13M Buy
2014
Q1
$1.46M Buy
2013
Q4
$1.43M Hold
2013
Q3
$1.3M Buy