KMS Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$1.69M Sell
2014
Q2
$3.55M Buy
2014
Q1
$1.5M Buy
2013
Q4
$1.07M Buy
2013
Q3
$808K Buy
2013
Q2
$717K Buy