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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$265K Sell
2,833
-52
-2% -$4.86K 0.04% 407
2014
Q2
$298K Sell
2,885
-1,832
-39% -$189K 0.04% 384
2014
Q1
$476K Buy
4,717
+321
+7% +$32.4K 0.08% 267
2013
Q4
$437K Sell
4,396
-519
-11% -$51.6K 0.07% 294
2013
Q3
$451K Buy
+4,915
New +$451K 0.11% 217