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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$1.73M Buy
18,826
+3,541
+23% +$324K 0.24% 103
2014
Q2
$1.39M Buy
15,285
+1,123
+8% +$102K 0.2% 120
2014
Q1
$1.23M Buy
14,162
+1,163
+9% +$101K 0.19% 126
2013
Q4
$1.12M Buy
12,999
+681
+6% +$58.5K 0.19% 125
2013
Q3
$963K Buy
12,318
+1,281
+12% +$100K 0.23% 106
2013
Q2
$805K Buy
+11,037
New +$805K 0.23% 113