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KMS Financial Services’s iShares US Technology ETF IYW Stock Holding History

KMS Financial Services’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$312K Buy
12,396
+1,464
+13% +$36.6K 0.04% 366
2014
Q2 		$265K Sell
10,932
-1,440
-12% -$33.3K 0.04% 420
2014
Q1 		$282K Buy
12,372
+2,152
+21% +$48K 0.04% 398
2013
Q4 		$226K Sell
10,220
-2,204
-18% -$45.9K 0.04% 443
2013
Q3 		$244K Buy
+12,424
New +$241K 0.06% 345

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

KMS Financial Services's IYW Position: Q3 2014 in Review

KMS Financial Services increased its iShares US Technology ETF (IYW) stake by 13% in Q3 2014, buying an estimated $36.6K and bringing the position to 12,396 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #366.

KMS Financial Services first reported a position in IYW in Q3 2013 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold IYW as of Q3 2014.

  • KMS Financial Services held 12,396 shares of iShares US Technology ETF worth $312K as of Q3 2014.
  • KMS Financial Services bought 1,464 iShares US Technology ETF shares in Q3 2014, an estimated $36.6K.
  • iShares US Technology ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #366 holding.
  • KMS Financial Services first reported a position in iShares US Technology ETF in Q3 2013 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.