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