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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$265K Sell
2014
Q2
$298K Sell
2014
Q1
$476K Buy
2013
Q4
$437K Sell
2013
Q3
$451K Buy