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

KMS Financial Services’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.25M	Buy
2014 Q2	$689K	Sell
2014 Q1	$991K	Sell
2013 Q4	$1.56M	Buy
2013 Q3	$755K	Buy
2013 Q2	$463K	Buy