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

KMS Financial Services’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.73M Buy
75,304
+14,164
+23% +$324K 0.24% 103
2014
Q2 		$1.39M Buy
61,140
+4,492
+8% +$98.6K 0.2% 120
2014
Q1 		$1.23M Buy
56,648
+4,652
+9% +$99.9K 0.19% 126
2013
Q4 		$1.12M Buy
51,996
+2,724
+6% +$55.9K 0.19% 125
2013
Q3 		$963K Buy
49,272
+5,124
+12% +$98.1K 0.23% 106
2013
Q2 		$805K Buy
+44,148
New +$809K 0.23% 113

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

KMS Financial Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 23% in Q3 2014, buying an estimated $324K and bringing the position to 75,304 shares worth $1.73M. The position accounts for 0.24% of the portfolio, ranked #103.

KMS Financial Services first reported a position in IWF in Q2 2013 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold IWF as of Q3 2014.

  • KMS Financial Services held 75,304 shares of iShares Russell 1000 Growth ETF worth $1.73M as of Q3 2014.
  • KMS Financial Services bought 14,164 iShares Russell 1000 Growth ETF shares in Q3 2014, an estimated $324K.
  • iShares Russell 1000 Growth ETF made up 0.24% of KMS Financial Services's portfolio in Q3 2014, its #103 holding.
  • KMS Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 6 quarters since.
  • 505 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2014.

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