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Kalos Management’s iShares Russell 3000 ETF IWV Stock Holding History

Kalos Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-995
Closed -$245K – 284
2021
Q1 		$245K Buy
+995
New +$231K 0.08% 250
2015
Q4 		– Hold
0
– – – 300

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 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

Kalos Management's IWV Position: Q2 2021 in Review

Kalos Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2021, closing a stake of 995 shares — an estimated $245K sold.

Kalos Management first reported a position in IWV in Q1 2021 and held it in 1 quarter. The position peaked at $245K in Q1 2021. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2021.

  • Kalos Management reported no remaining iShares Russell 3000 ETF position as of Q2 2021 after selling out during the quarter.
  • Kalos Management sold 995 iShares Russell 3000 ETF shares in Q2 2021, an estimated $245K.
  • Kalos Management first reported a position in iShares Russell 3000 ETF in Q1 2021 and held it in 1 quarter.
  • Kalos Management's iShares Russell 3000 ETF position peaked at $245K in Q1 2021.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2021.

Based on Kalos Management's 13F filing for Q2 2021, filed 11 Aug 2021.