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 |
|