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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$204K	Sell	2,936 -1,704	-37%	-$116K	0.02%	200
2021 Q4	$354K	Buy	4,640 +52	+1%	+$3.85K	0.03%	174
2021 Q3	$314K	Hold	4,588	–	–	0.03%	169
2021 Q2	$311K	Buy	4,588 +1,600	+54%	+$103K	0.03%	168
2021 Q1	$182K	Hold	2,988	–	–	0.02%	210
2020 Q4	$180K	Hold	2,988	–	–	0.02%	195
2020 Q3	$162K	Buy	2,988 +600	+25%	+$31.6K	0.02%	192
2020 Q2	$115K	Sell	2,388 -580	-20%	-$25.6K	0.02%	203
2020 Q1	$112K	Hold	2,968	–	–	0.02%	202
2019 Q4	$131K	Hold	2,968	–	–	0.02%	222
2019 Q3	$118K	Hold	2,968	–	–	0.02%	212
2019 Q2	$117K	Hold	2,968	–	–	0.02%	186
2019 Q1	$112K	Buy	2,968 +376	+15%	+$13.5K	0.02%	170
2018 Q4	$85K	Hold	2,592	–	–	0.02%	172
2018 Q3	$101K	Hold	2,592	–	–	0.02%	184
2018 Q2	$93K	Hold	2,592	–	–	0.02%	189
2018 Q1	$88K	Hold	2,592	–	–	0.02%	184
2017 Q4	$87K	Buy	2,592 +1,424	+122%	+$46.7K	0.02%	188
2017 Q3	$37K	Hold	1,168	–	–	0.01%	242
2017 Q2	$35K	Hold	1,168	–	–	0.01%	245
2017 Q1	$33K	Hold	1,168	–	–	0.01%	260
2016 Q4	$31K	Hold	1,168	–	–	0.01%	230
2016 Q3	$30K	Hold	1,168	–	–	0.01%	225
2016 Q2	$29K	Hold	1,168	–	–	0.01%	229
2016 Q1	$29K	Hold	1,168	–	–	0.01%	227
2015 Q4	$29K	Hold	1,168	–	–	0.01%	261
2015 Q3	$27K	Sell	1,168 -1,120	-49%	-$27.6K	0.01%	278
2015 Q2	$57K	Hold	2,288	–	–	0.01%	201
2015 Q1	$57K	Buy	2,288 +1,120	+96%	+$27.4K	0.01%	200
2014 Q4	$28K	Hold	1,168	–	–	0.01%	253
2014 Q3	$27K	Hold	1,168	–	–	0.01%	228
2014 Q2	$27K	Hold	1,168	–	–	0.01%	226
2014 Q1	$25K	Hold	1,168	–	–	0.01%	213
2013 Q4	$25K	Hold	1,168	–	–	0.01%	208
2013 Q3	$23K	Hold	1,168	–	–	0.01%	215
2013 Q2	$21K	Buy	+1,168	New	+$21.4K	0.01%	226

Other funds holding IWF

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Kings Point Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 37% in Q1 2022, selling an estimated $116K and leaving 2,936 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #200.

Kings Point Capital Management first reported a position in IWF in Q2 2013 and has held it in 36 quarters since. The position peaked at $354K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Kings Point Capital Management held 2,936 shares of iShares Russell 1000 Growth ETF worth $204K as of Q1 2022.
Kings Point Capital Management sold 1,704 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $116K.
iShares Russell 1000 Growth ETF made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #200 holding.
Kings Point Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's iShares Russell 1000 Growth ETF position peaked at $354K in Q4 2021.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

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