Kings Point Capital Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$47K	Hold	456	–	–	﹤0.01%	354
2021 Q4	$52K	Hold	456	–	–	﹤0.01%	379
2021 Q3	$46K	Hold	456	–	–	﹤0.01%	369
2021 Q2	$45K	Hold	456	–	–	﹤0.01%	358
2021 Q1	$40K	Buy	+456	New	+$40K	﹤0.01%	360

Other funds holding IYW

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Kings Point Capital Management held its iShares US Technology ETF (IYW) position steady in Q1 2022 at 456 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Kings Point Capital Management first reported a position in IYW in Q1 2021 and has held it in 5 quarters since. The position peaked at $52K in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Kings Point Capital Management held 456 shares of iShares US Technology ETF worth $47K as of Q1 2022.
Kings Point Capital Management left its iShares US Technology ETF share count unchanged in Q1 2022.
iShares US Technology ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #354 holding.
Kings Point Capital Management first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 5 quarters since.
Kings Point Capital Management's iShares US Technology ETF position peaked at $52K in Q4 2021.
689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

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