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KMS Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

KMS Financial Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.25M Buy
11,397
+5,605
+97% +$641K 0.17% 131
2014
Q2 		$689K Sell
5,792
-2,730
-32% -$310K 0.1% 206
2014
Q1 		$991K Sell
8,522
-4,969
-37% -$573K 0.16% 150
2013
Q4 		$1.56M Buy
13,491
+6,410
+91% +$708K 0.26% 92
2013
Q3 		$755K Buy
7,081
+2,312
+48% +$239K 0.18% 135
2013
Q2 		$463K Buy
+4,769
New +$455K 0.13% 194

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KMS Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 97% in Q3 2014, buying an estimated $641K and bringing the position to 11,397 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #131.

KMS Financial Services first reported a position in IWM in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2013. 749 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • KMS Financial Services held 11,397 shares of iShares Russell 2000 ETF worth $1.25M as of Q3 2014.
  • KMS Financial Services bought 5,605 iShares Russell 2000 ETF shares in Q3 2014, an estimated $641K.
  • iShares Russell 2000 ETF made up 0.17% of KMS Financial Services's portfolio in Q3 2014, its #131 holding.
  • KMS Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's iShares Russell 2000 ETF position peaked at $1.56M in Q4 2013.
  • 749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

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