Kings Point Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,882	Closed	-$374K	–	451
2020 Q1	$374K	Sell	3,882 -1,316	-25%	-$157K	0.07%	120
2019 Q4	$676K	Hold	5,198	–	–	0.1%	110
2019 Q3	$619K	Hold	5,198	–	–	0.1%	110
2019 Q2	$606K	Hold	5,198	–	–	0.11%	102
2019 Q1	$586K	Sell	5,198 -16	-0.3%	-$1.76K	0.12%	96
2018 Q4	$527K	Sell	5,214 -321	-6%	-$35.1K	0.12%	96
2018 Q3	$641K	Hold	5,535	–	–	0.12%	104
2018 Q2	$610K	Sell	5,535 -2,259	-29%	-$250K	0.12%	104
2018 Q1	$852K	Buy	7,794 +243	+3%	+$27.8K	0.17%	96
2017 Q4	$863K	Hold	7,551	–	–	0.18%	89
2017 Q3	$815K	Hold	7,551	–	–	0.18%	86
2017 Q2	$793K	Hold	7,551	–	–	0.18%	89
2017 Q1	$786K	Hold	7,551	–	–	0.18%	86
2016 Q4	$766K	Buy	+7,551	New	+$737K	0.19%	83
2015 Q2	–	Sell	-255	Closed	-$24K	–	368
2015 Q1	$24K	Buy	+255	New	+$23.7K	0.01%	287

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kings Point Capital Management's IVE Position: Q2 2020 in Review

Kings Point Capital Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2020, closing a stake of 3,882 shares — an estimated $374K sold.

Kings Point Capital Management first reported a position in IVE in Q1 2015 and held it in 15 quarters. The position peaked at $863K in Q4 2017. 763 funds tracked by Wall St. Rank hold IVE as of Q2 2020.

Kings Point Capital Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2020 after selling out during the quarter.
Kings Point Capital Management sold 3,882 iShares S&P 500 Value ETF shares in Q2 2020, an estimated $374K.
Kings Point Capital Management first reported a position in iShares S&P 500 Value ETF in Q1 2015 and held it in 15 quarters.
Kings Point Capital Management's iShares S&P 500 Value ETF position peaked at $863K in Q4 2017.
763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2020.

Based on Kings Point Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.