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Kalos Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kalos Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-121
Closed -$19.1K – 41
2023
Q2 		$19.1K Hold
121
– – 0.04% 89
2023
Q1 		$18.4K Hold
121
– – 0.04% 158
2022
Q4 		$18.4K Buy
+121
New +$18.1K 0.04% 84
2015
Q4 		– Hold
0
– – – 250

Other funds holding IWD

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Kalos Management's IWD Position: Q3 2023 in Review

Kalos Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2023, closing a stake of 121 shares — an estimated $19.1K sold.

Kalos Management first reported a position in IWD in Q4 2022 and held it in 3 quarters. The position peaked at $19.1K in Q2 2023. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

  • Kalos Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Kalos Management sold 121 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $19.1K.
  • Kalos Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 3 quarters.
  • Kalos Management's iShares Russell 1000 Value ETF position peaked at $19.1K in Q2 2023.
  • 1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.