KMS Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $895K | Buy |
20,258
+2,588
| +15% | +$114K | 0.13% | 172 |
|
|
2014
Q2 | $791K | Sell |
17,670
-2,114
| -11% | -$94.6K | 0.11% | 191 |
|
|
2014
Q1 | $849K | Buy |
19,784
+1,614
| +9% | +$69.3K | 0.13% | 174 |
|
|
2013
Q4 | $767K | Sell |
18,170
-470
| -3% | -$19.8K | 0.13% | 180 |
|
|
2013
Q3 | $728K | Buy |
18,640
+5,136
| +38% | +$201K | 0.18% | 143 |
|
|
2013
Q2 | $485K | Buy |
+13,504
| New | +$485K | 0.14% | 187 |
|