KMS Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$382K Buy
2014
Q2
$370K Sell
2014
Q1
$1.1M Sell
2013
Q4
$1.34M Buy
2013
Q3
$358K Buy
2013
Q2
$267K Buy