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KMS Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

KMS Financial Services’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$895K Buy
20,258
+2,588
+15% +$116K 0.13% 172
2014
Q2 		$791K Sell
17,670
-2,114
-11% -$90.9K 0.11% 191
2014
Q1 		$849K Buy
19,784
+1,614
+9% +$68.7K 0.13% 174
2013
Q4 		$767K Sell
18,170
-470
-3% -$19K 0.13% 180
2013
Q3 		$728K Buy
18,640
+5,136
+38% +$196K 0.18% 143
2013
Q2 		$485K Buy
+13,504
New +$483K 0.14% 187

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

KMS Financial Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 15% in Q3 2014, buying an estimated $116K and bringing the position to 20,258 shares worth $895K. The position accounts for 0.13% of the portfolio, ranked #172.

KMS Financial Services first reported a position in IWP in Q2 2013 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold IWP as of Q3 2014.

  • KMS Financial Services held 20,258 shares of iShares Russell Mid-Cap Growth ETF worth $895K as of Q3 2014.
  • KMS Financial Services bought 2,588 iShares Russell Mid-Cap Growth ETF shares in Q3 2014, an estimated $116K.
  • iShares Russell Mid-Cap Growth ETF made up 0.13% of KMS Financial Services's portfolio in Q3 2014, its #172 holding.
  • KMS Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 6 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2014.

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