KMS Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.25M | Buy |
11,397
+5,605
| +97% | +$613K | 0.17% | 131 |
|
|
2014
Q2 | $689K | Sell |
5,792
-2,730
| -32% | -$325K | 0.1% | 206 |
|
|
2014
Q1 | $991K | Sell |
8,522
-4,969
| -37% | -$578K | 0.16% | 150 |
|
|
2013
Q4 | $1.56M | Buy |
13,491
+6,410
| +91% | +$739K | 0.26% | 92 |
|
|
2013
Q3 | $755K | Buy |
7,081
+2,312
| +48% | +$247K | 0.18% | 135 |
|
|
2013
Q2 | $463K | Buy |
+4,769
| New | +$463K | 0.13% | 194 |
|