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Kalos Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kalos Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-232
Closed -$22.4K – 44
2023
Q2 		$22.4K Sell
232
-37
-14% -$3.37K 0.05% 85
2023
Q1 		$24.5K Sell
269
-740
-73% -$66K 0.05% 134
2022
Q4 		$84.4K Buy
+1,009
New +$84.9K 0.19% 54
2015
Q4 		– Hold
0
– – – 177

Other funds holding IWP

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kalos Management's IWP Position: Q3 2023 in Review

Kalos Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2023, closing a stake of 232 shares — an estimated $22.4K sold.

Kalos Management first reported a position in IWP in Q4 2022 and held it in 3 quarters. The position peaked at $84.4K in Q4 2022. 917 funds tracked by Wall St. Rank hold IWP as of Q3 2023.

  • Kalos Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Kalos Management sold 232 iShares Russell Mid-Cap Growth ETF shares in Q3 2023, an estimated $22.4K.
  • Kalos Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 3 quarters.
  • Kalos Management's iShares Russell Mid-Cap Growth ETF position peaked at $84.4K in Q4 2022.
  • 917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2023.

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