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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2.13M	Sell	19,345 -17	-0.1%	-$1.88K	0.3%	78
2014 Q2	$2.13M	Buy	19,362 +5,436	+39%	+$578K	0.31%	79
2014 Q1	$1.46M	Buy	13,926 +100	+0.7%	+$10.3K	0.23%	105
2013 Q4	$1.43M	Hold	13,826	–	–	0.24%	102
2013 Q3	$1.3M	Buy	+13,826	New	+$1.29M	0.32%	69

Other funds holding IWB

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

KMS Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 0.09% in Q3 2014, selling an estimated $1.88K and leaving 19,345 shares worth $2.13M. The position accounts for 0.3% of the portfolio, ranked #78.

KMS Financial Services first reported a position in IWB in Q3 2013 and has held it in 5 quarters since. The position peaked at $2.13M in Q2 2014. 335 funds tracked by Wall St. Rank hold IWB as of Q3 2014.

KMS Financial Services held 19,345 shares of iShares Russell 1000 ETF worth $2.13M as of Q3 2014.
KMS Financial Services sold 17 iShares Russell 1000 ETF shares in Q3 2014, an estimated $1.88K.
iShares Russell 1000 ETF made up 0.3% of KMS Financial Services's portfolio in Q3 2014, its #78 holding.
KMS Financial Services first reported a position in iShares Russell 1000 ETF in Q3 2013 and has held it in 5 quarters since.
KMS Financial Services's iShares Russell 1000 ETF position peaked at $2.13M in Q2 2014.
335 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2014.

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