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

KMS Financial Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$365K Buy
2,814
+112
+4% +$15K 0.05% 331
2014
Q2 		$374K Sell
2,702
-2,231
-45% -$293K 0.05% 335
2014
Q1 		$671K Buy
4,933
+420
+9% +$57.4K 0.11% 209
2013
Q4 		$612K Buy
4,513
+157
+4% +$20.3K 0.1% 220
2013
Q3 		$548K Buy
+4,356
New +$525K 0.13% 181

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

KMS Financial Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 4.1% in Q3 2014, buying an estimated $15K and bringing the position to 2,814 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #331.

KMS Financial Services first reported a position in IWO in Q3 2013 and has held it in 5 quarters since. The position peaked at $671K in Q1 2014. 329 funds tracked by Wall St. Rank hold IWO as of Q3 2014.

  • KMS Financial Services held 2,814 shares of iShares Russell 2000 Growth ETF worth $365K as of Q3 2014.
  • KMS Financial Services bought 112 iShares Russell 2000 Growth ETF shares in Q3 2014, an estimated $15K.
  • iShares Russell 2000 Growth ETF made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #331 holding.
  • KMS Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's iShares Russell 2000 Growth ETF position peaked at $671K in Q1 2014.
  • 329 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2014.

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