Kings Point Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$13K	Hold	50	–	–	﹤0.01%	546
2021 Q4	$15K	Hold	50	–	–	﹤0.01%	588
2021 Q3	$15K	Hold	50	–	–	﹤0.01%	520
2021 Q2	$16K	Hold	50	–	–	﹤0.01%	486
2021 Q1	$15K	Hold	50	–	–	﹤0.01%	488
2020 Q4	$14K	Hold	50	–	–	﹤0.01%	460
2020 Q3	$11K	Buy	+50	New	+$10.9K	﹤0.01%	470

Other funds holding IWO

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Kings Point Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2022 at 50 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Kings Point Capital Management first reported a position in IWO in Q3 2020 and has held it in 7 quarters since. The position peaked at $16K in Q2 2021. 831 funds tracked by Wall St. Rank hold IWO as of Q1 2022.

Kings Point Capital Management held 50 shares of iShares Russell 2000 Growth ETF worth $13K as of Q1 2022.
Kings Point Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2022.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #546 holding.
Kings Point Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 7 quarters since.
Kings Point Capital Management's iShares Russell 2000 Growth ETF position peaked at $16K in Q2 2021.
831 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2022.

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