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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$365K Buy
2,814
+112
+4% +$14.5K 0.05% 331
2014
Q2
$374K Sell
2,702
-2,231
-45% -$309K 0.05% 335
2014
Q1
$671K Buy
4,933
+420
+9% +$57.1K 0.11% 209
2013
Q4
$612K Buy
4,513
+157
+4% +$21.3K 0.1% 220
2013
Q3
$548K Buy
+4,356
New +$548K 0.13% 181