Kings Point Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$160K	Sell	1,588 -123	-7%	-$12.3K	0.01%	221
2021 Q4	$197K	Buy	1,711 +123	+8%	+$14.3K	0.02%	227
2021 Q3	$178K	Hold	1,588	–	–	0.02%	216
2021 Q2	$180K	Hold	1,588	–	–	0.02%	216
2021 Q1	$162K	Hold	1,588	–	–	0.02%	215
2020 Q4	$163K	Hold	1,588	–	–	0.02%	203
2020 Q3	$137K	Hold	1,588	–	–	0.02%	204
2020 Q2	$126K	Hold	1,588	–	–	0.02%	194
2020 Q1	$97K	Hold	1,588	–	–	0.02%	215
2019 Q4	$121K	Hold	1,588	–	–	0.02%	227
2019 Q3	$112K	Hold	1,588	–	–	0.02%	218
2019 Q2	$113K	Hold	1,588	–	–	0.02%	187
2019 Q1	$108K	Hold	1,588	–	–	0.02%	172
2018 Q4	$90K	Hold	1,588	–	–	0.02%	168
2018 Q3	$108K	Hold	1,588	–	–	0.02%	180
2018 Q2	$101K	Hold	1,588	–	–	0.02%	183
2018 Q1	$98K	Hold	1,588	–	–	0.02%	178
2017 Q4	$96K	Hold	1,588	–	–	0.02%	182
2017 Q3	$90K	Hold	1,588	–	–	0.02%	186
2017 Q2	$86K	Hold	1,588	–	–	0.02%	184
2017 Q1	$82K	Hold	1,588	–	–	0.02%	189
2016 Q4	$77K	Hold	1,588	–	–	0.02%	177
2016 Q3	$77K	Hold	1,588	–	–	0.02%	161
2016 Q2	$74K	Hold	1,588	–	–	0.02%	166
2016 Q1	$73K	Hold	1,588	–	–	0.02%	161
2015 Q4	$73K	Hold	1,588	–	–	0.02%	170
2015 Q3	$70K	Hold	1,588	–	–	0.02%	187
2015 Q2	$77K	Hold	1,588	–	–	0.02%	179
2015 Q1	$78K	Hold	1,588	–	–	0.02%	181
2014 Q4	$74K	Hold	1,588	–	–	0.02%	170
2014 Q3	$70K	Hold	1,588	–	–	0.02%	164
2014 Q2	$71K	Hold	1,588	–	–	0.02%	156
2014 Q1	$68K	Hold	1,588	–	–	0.02%	148
2013 Q4	$67K	Hold	1,588	–	–	0.02%	147
2013 Q3	$62K	Hold	1,588	–	–	0.02%	159
2013 Q2	$57K	Buy	+1,588	New	+$56.8K	0.02%	171

Other funds holding IWP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Kings Point Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.2% in Q1 2022, selling an estimated $12.3K and leaving 1,588 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #221.

Kings Point Capital Management first reported a position in IWP in Q2 2013 and has held it in 36 quarters since. The position peaked at $197K in Q4 2021. 898 funds tracked by Wall St. Rank hold IWP as of Q1 2022.

Kings Point Capital Management held 1,588 shares of iShares Russell Mid-Cap Growth ETF worth $160K as of Q1 2022.
Kings Point Capital Management sold 123 iShares Russell Mid-Cap Growth ETF shares in Q1 2022, an estimated $12.3K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #221 holding.
Kings Point Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $197K in Q4 2021.
898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2022.

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