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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	$2.13M	Sell	19,345 -17	-0.1%	-$1.87K	0.3%	78
2014 Q2	$2.13M	Buy	19,362 +5,436	+39%	+$599K	0.31%	79
2014 Q1	$1.46M	Buy	13,926 +100	+0.7%	+$10.5K	0.23%	105
2013 Q4	$1.43M	Hold	13,826	–	–	0.24%	102
2013 Q3	$1.3M	Buy	+13,826	New	+$1.3M	0.32%	69