Kalos Management’s iShares US Medical Devices ETF IHI Stock Holding History

Kalos Management’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-61,074	Closed	-$665K	–	300
2021 Q2	$665K	Buy	61,074 +49,254	+417%	+$2.85M	0.27%	108
2021 Q1	$673K	Buy	+11,820	New	+$655K	0.21%	115

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kalos Management's IHI Position: Q3 2021 in Review

Kalos Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2021, closing a stake of 61,074 shares — an estimated $665K sold.

Kalos Management first reported a position in IHI in Q1 2021 and held it in 2 quarters. The position peaked at $673K in Q1 2021. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

Kalos Management reported no remaining iShares US Medical Devices ETF position as of Q3 2021 after selling out during the quarter.
Kalos Management sold 61,074 iShares US Medical Devices ETF shares in Q3 2021, an estimated $665K.
Kalos Management first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 2 quarters.
Kalos Management's iShares US Medical Devices ETF position peaked at $673K in Q1 2021.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Kalos Management's 13F filing for Q3 2021, filed 10 Nov 2021.