Kings Point Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$131K	Sell	524 -18	-3%	-$4.44K	0.01%	240
2021 Q4	$143K	Buy	542 +18	+3%	+$4.63K	0.01%	256
2021 Q3	$127K	Hold	524	–	–	0.01%	246
2021 Q2	$127K	Hold	524	–	–	0.01%	246
2021 Q1	$117K	Hold	524	–	–	0.01%	246
2020 Q4	$111K	Buy	524 +44	+9%	+$8.78K	0.01%	231
2020 Q3	$90K	Hold	480	–	–	0.01%	251
2020 Q2	$82K	Hold	480	–	–	0.01%	233
2020 Q1	$68K	Hold	480	–	–	0.01%	246
2019 Q4	$86K	Hold	480	–	–	0.01%	250
2019 Q3	$79K	Hold	480	–	–	0.01%	244
2019 Q2	$78K	Hold	480	–	–	0.01%	212
2019 Q1	$76K	Buy	480 +68	+17%	+$10.3K	0.02%	195
2018 Q4	$57K	Hold	412	–	–	0.01%	207
2018 Q3	$67K	Sell	412 -246	-37%	-$39K	0.01%	213
2018 Q2	$100K	Buy	658 +381	+138%	+$57.4K	0.02%	185
2018 Q1	$41K	Buy	+277	New	+$42.1K	0.01%	256

Other funds holding IWB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

Kings Point Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 3.3% in Q1 2022, selling an estimated $4.44K and leaving 524 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #240.

Kings Point Capital Management first reported a position in IWB in Q1 2018 and has held it in 17 quarters since. The position peaked at $143K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold IWB as of Q1 2022.

Kings Point Capital Management held 524 shares of iShares Russell 1000 ETF worth $131K as of Q1 2022.
Kings Point Capital Management sold 18 iShares Russell 1000 ETF shares in Q1 2022, an estimated $4.44K.
iShares Russell 1000 ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #240 holding.
Kings Point Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 17 quarters since.
Kings Point Capital Management's iShares Russell 1000 ETF position peaked at $143K in Q4 2021.
1,045 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2022.

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