Kalos Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kalos Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,660	Closed	-$233K	–	233
2019 Q4	$233K	Buy	5,660 +10	+0.2%	+$396	0.08%	176
2019 Q3	$218K	Sell	5,650 -110	-2%	-$4.23K	0.09%	170
2019 Q2	$217K	Buy	5,760 +570	+11%	+$21.8K	0.1%	167
2019 Q1	$196K	Sell	5,190 -810	-14%	-$29.9K	0.13%	136
2018 Q4	$221K	Buy	6,000 +85	+1%	+$3.1K	0.11%	160
2018 Q3	$238K	Buy	+5,915	New	+$238K	0.13%	132
2015 Q4	–	Hold	0	–	–	–	310

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kalos Management's IJH Position: Q1 2020 in Review

Kalos Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 5,660 shares — an estimated $233K sold.

Kalos Management first reported a position in IJH in Q3 2018 and held it in 6 quarters. The position peaked at $238K in Q3 2018. 1,387 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

Kalos Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Kalos Management sold 5,660 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $233K.
Kalos Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 6 quarters.
Kalos Management's iShares Core S&P Mid-Cap ETF position peaked at $238K in Q3 2018.
1,387 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Kalos Management's 13F filing for Q1 2020, filed 13 May 2020.