KMS Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.22M | Sell |
17,456
-2,940
| -14% | -$206K | 0.17% | 136 |
|
|
2014
Q2 | $1.48M | Buy |
20,396
+3,638
| +22% | +$264K | 0.21% | 113 |
|
|
2014
Q1 | $1.15M | Buy |
16,758
+1,430
| +9% | +$98.3K | 0.18% | 131 |
|
|
2013
Q4 | $1.01M | Sell |
15,328
-413
| -3% | -$27.1K | 0.17% | 139 |
|
|
2013
Q3 | $959K | Buy |
15,741
+1,898
| +14% | +$116K | 0.23% | 107 |
|
|
2013
Q2 | $802K | Buy |
+13,843
| New | +$802K | 0.22% | 115 |
|