Kings Point Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$894K	Hold	8,457	–	–	0.08%	105
2021 Q4	$978K	Hold	8,457	–	–	0.08%	106
2021 Q3	$866K	Hold	8,457	–	–	0.08%	111
2021 Q2	$854K	Buy	8,457 +7,457	+746%	+$719K	0.08%	117
2021 Q1	$91K	Hold	1,000	–	–	0.01%	273
2020 Q4	$89K	Hold	1,000	–	–	0.01%	261
2020 Q3	$80K	Hold	1,000	–	–	0.01%	260
2020 Q2	$72K	Sell	1,000 -1,000	-50%	-$66.4K	0.01%	241
2020 Q1	$114K	Buy	2,000 +1,000	+100%	+$65.8K	0.02%	200
2019 Q4	$68K	Buy	+1,000	New	+$64.8K	0.01%	279

Other funds holding IUSG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

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

Kings Point Capital Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2022 at 8,457 shares worth $894K. The position accounts for 0.08% of the portfolio, ranked #105.

Kings Point Capital Management first reported a position in IUSG in Q4 2019 and has held it in 10 quarters since. The position peaked at $978K in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

Kings Point Capital Management held 8,457 shares of iShares Core S&P US Growth ETF worth $894K as of Q1 2022.
Kings Point Capital Management left its iShares Core S&P US Growth ETF share count unchanged in Q1 2022.
iShares Core S&P US Growth ETF made up 0.08% of Kings Point Capital Management's portfolio in Q1 2022, its #105 holding.
Kings Point Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 10 quarters since.
Kings Point Capital Management's iShares Core S&P US Growth ETF position peaked at $978K in Q4 2021.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

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