Kings Point Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kings Point Capital Management’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$36K	Hold	469	–	–	﹤0.01%	388
2021 Q4	$40K	Hold	469	–	–	﹤0.01%	422
2021 Q3	$37K	Hold	469	–	–	﹤0.01%	403
2021 Q2	$38K	Hold	469	–	–	﹤0.01%	383
2021 Q1	$37K	Hold	469	–	–	﹤0.01%	375
2020 Q4	$34K	Buy	469 +113	+32%	+$7.54K	﹤0.01%	366
2020 Q3	$21K	Hold	356	–	–	﹤0.01%	407
2020 Q2	$20K	Sell	356 -7,340	-95%	-$381K	﹤0.01%	365
2020 Q1	$343K	Sell	7,696 -4,976	-39%	-$274K	0.06%	125
2019 Q4	$754K	Hold	12,672	–	–	0.11%	106
2019 Q3	$709K	Hold	12,672	–	–	0.12%	101
2019 Q2	$717K	Hold	12,672	–	–	0.13%	95
2019 Q1	$694K	Hold	12,672	–	–	0.14%	90
2018 Q4	$606K	Hold	12,672	–	–	0.14%	92
2018 Q3	$738K	Hold	12,672	–	–	0.14%	100
2018 Q2	$712K	Hold	12,672	–	–	0.14%	102
2018 Q1	$692K	Hold	12,672	–	–	0.14%	102
2017 Q4	$684K	Hold	12,672	–	–	0.14%	97
2017 Q3	$641K	Hold	12,672	–	–	0.14%	96
2017 Q2	$623K	Hold	12,672	–	–	0.15%	100
2017 Q1	$605K	Sell	12,672 -2,288	-15%	-$108K	0.14%	92
2016 Q4	$681K	Buy	14,960 +14,604	+4,102%	+$643K	0.17%	87
2016 Q3	$16K	Hold	356	–	–	﹤0.01%	273
2016 Q2	$15K	Hold	356	–	–	﹤0.01%	284
2016 Q1	$14K	Hold	356	–	–	﹤0.01%	298
2015 Q4	$14K	Hold	356	–	–	﹤0.01%	323
2015 Q3	$14K	Hold	356	–	–	﹤0.01%	338
2015 Q2	$15K	Hold	356	–	–	﹤0.01%	320
2015 Q1	$15K	Buy	+356	New	+$14.7K	﹤0.01%	327

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Kings Point Capital Management's IJK Position: Q1 2022 in Review

Kings Point Capital Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2022 at 469 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Kings Point Capital Management first reported a position in IJK in Q1 2015 and has held it in 29 quarters since. The position peaked at $754K in Q4 2019. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Kings Point Capital Management held 469 shares of iShares S&P Mid-Cap 400 Growth ETF worth $36K as of Q1 2022.
Kings Point Capital Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2022.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #388 holding.
Kings Point Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and has held it in 29 quarters since.
Kings Point Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $754K in Q4 2019.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.