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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$84K	Sell	509 -360	-41%	-$59.1K	0.01%	299
2021 Q4	$146K	Buy	869 +296	+52%	+$48.5K	0.01%	251
2021 Q3	$90K	Hold	573	–	–	0.01%	291
2021 Q2	$91K	Buy	573 +300	+110%	+$47.5K	0.01%	285
2021 Q1	$41K	Hold	273	–	–	﹤0.01%	358
2020 Q4	$37K	Hold	273	–	–	﹤0.01%	350
2020 Q3	$32K	Hold	273	–	–	﹤0.01%	353
2020 Q2	$31K	Hold	273	–	–	﹤0.01%	323
2020 Q1	$27K	Hold	273	–	–	﹤0.01%	345
2019 Q4	$37K	Hold	273	–	–	0.01%	351
2019 Q3	$35K	Hold	273	–	–	0.01%	340
2019 Q2	$35K	Hold	273	–	–	0.01%	297
2019 Q1	$34K	Buy	273 +37	+16%	+$4.45K	0.01%	268
2018 Q4	$26K	Sell	236 -17	-7%	-$2.04K	0.01%	285
2018 Q3	$32K	Hold	253	–	–	0.01%	284
2018 Q2	$31K	Hold	253	–	–	0.01%	279
2018 Q1	$30K	Buy	253 +1	+0.4%	+$125	0.01%	286
2017 Q4	$31K	Buy	+252	New	+$30.5K	0.01%	277
2015 Q1	–	Sell	-103	Closed	-$11K	–	370
2014 Q4	$11K	Sell	103 -142	-58%	-$14.5K	﹤0.01%	334
2014 Q3	$25K	Hold	245	–	–	0.01%	232
2014 Q2	$25K	Buy	245 +88	+56%	+$8.63K	0.01%	232
2014 Q1	$15K	Hold	157	–	–	﹤0.01%	243
2013 Q4	$15K	Hold	157	–	–	0.01%	231
2013 Q3	$14K	Hold	157	–	–	0.01%	244
2013 Q2	$13K	Buy	+157	New	+$13.1K	0.01%	252

Other funds holding IWD

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Kings Point Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 41% in Q1 2022, selling an estimated $59.1K and leaving 509 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #299.

Kings Point Capital Management first reported a position in IWD in Q2 2013 and has held it in 25 quarters since. The position peaked at $146K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold IWD as of Q1 2022.

Kings Point Capital Management held 509 shares of iShares Russell 1000 Value ETF worth $84K as of Q1 2022.
Kings Point Capital Management sold 360 iShares Russell 1000 Value ETF shares in Q1 2022, an estimated $59.1K.
iShares Russell 1000 Value ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #299 holding.
Kings Point Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 25 quarters since.
Kings Point Capital Management's iShares Russell 1000 Value ETF position peaked at $146K in Q4 2021.
1,379 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2022.

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