Kings Point Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $160K | Sell |
1,588
-123
| -7% | -$12.4K | 0.01% | 217 |
|
2021
Q4 | $197K | Buy |
1,711
+123
| +8% | +$14.2K | 0.02% | 217 |
|
2021
Q3 | $178K | Hold |
1,588
| – | – | 0.02% | 208 |
|
2021
Q2 | $180K | Hold |
1,588
| – | – | 0.02% | 207 |
|
2021
Q1 | $162K | Hold |
1,588
| – | – | 0.02% | 204 |
|
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% | 213 |
|
2019
Q4 | $121K | Hold |
1,588
| – | – | 0.02% | 222 |
|
2019
Q3 | $112K | Hold |
1,588
| – | – | 0.02% | 215 |
|
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 | +$57K | 0.02% | 170 |
|