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

Kings Point Capital Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$874K Hold
11,524
– – 0.08% 106
2021
Q4 		$880K Hold
11,524
– – 0.07% 114
2021
Q3 		$817K Hold
11,524
– – 0.07% 114
2021
Q2 		$829K Buy
+11,524
New +$829K 0.08% 120

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Kings Point Capital Management held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2022 at 11,524 shares worth $874K. The position accounts for 0.08% of the portfolio, ranked #106.

Kings Point Capital Management first reported a position in IUSV in Q2 2021 and has held it in 4 quarters since. The position peaked at $880K in Q4 2021. 481 funds tracked by Wall St. Rank hold IUSV as of Q1 2022.

  • Kings Point Capital Management held 11,524 shares of iShares Core S&P US Value ETF worth $874K as of Q1 2022.
  • Kings Point Capital Management left its iShares Core S&P US Value ETF share count unchanged in Q1 2022.
  • iShares Core S&P US Value ETF made up 0.08% of Kings Point Capital Management's portfolio in Q1 2022, its #106 holding.
  • Kings Point Capital Management first reported a position in iShares Core S&P US Value ETF in Q2 2021 and has held it in 4 quarters since.
  • Kings Point Capital Management's iShares Core S&P US Value ETF position peaked at $880K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2022.

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