Kalos Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kalos Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,892	Closed	-$220K	–	246
2021 Q4	$220K	Buy	2,892 +236	+9%	+$17.5K	0.06%	259
2021 Q3	$202K	Buy	+2,656	New	+$188K	0.06%	266
2015 Q4	–	Hold	0	–	–	–	229

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kalos Management's IWF Position: Q1 2022 in Review

Kalos Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 2,892 shares — an estimated $220K sold.

Kalos Management first reported a position in IWF in Q3 2021 and held it in 2 quarters. The position peaked at $220K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Kalos Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Kalos Management sold 2,892 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $220K.
Kalos Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and held it in 2 quarters.
Kalos Management's iShares Russell 1000 Growth ETF position peaked at $220K in Q4 2021.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Kalos Management's 13F filing for Q1 2022, filed 21 Jun 2022.