KMS Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $662K | Hold |
16,724
| – | – | 0.09% | 206 |
|
|
2014
Q2 | $680K | Buy |
16,724
+360
| +2% | +$14.6K | 0.1% | 210 |
|
|
2014
Q1 | $633K | Buy |
16,364
+440
| +3% | +$17K | 0.1% | 220 |
|
|
2013
Q4 | $597K | Buy |
15,924
+444
| +3% | +$16.6K | 0.1% | 226 |
|
|
2013
Q3 | $538K | Sell |
15,480
-2,420
| -14% | -$84.1K | 0.13% | 187 |
|
|
2013
Q2 | $581K | Buy |
+17,900
| New | +$581K | 0.16% | 156 |
|