KMS Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.48M | Buy |
34,715
+2,316
| +7% | +$232K | 0.49% | 48 |
|
|
2014
Q2 | $3.28M | Buy |
32,399
+2,227
| +7% | +$226K | 0.47% | 50 |
|
|
2014
Q1 | $2.91M | Buy |
30,172
+5,113
| +20% | +$493K | 0.46% | 48 |
|
|
2013
Q4 | $2.36M | Buy |
25,059
+134
| +0.5% | +$12.6K | 0.4% | 53 |
|
|
2013
Q3 | $2.15M | Buy |
24,925
+8,152
| +49% | +$703K | 0.52% | 41 |
|
|
2013
Q2 | $1.41M | Buy |
+16,773
| New | +$1.41M | 0.39% | 58 |
|