NexWave Capital Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NexWave Capital Partners’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$797K	Buy	6,896 +11	+0.2%	+$1.23K	1.84%	18
2021 Q3	$705K	Buy	6,885 +14	+0.2%	+$1.48K	1.82%	21
2021 Q2	$694K	Buy	6,871 +9	+0.1%	+$867	1.33%	22
2021 Q1	$623K	Buy	6,862 +13	+0.2%	+$1.17K	0.78%	27
2020 Q4	$607K	Buy	6,849 +37	+0.5%	+$3.11K	0.94%	28
2020 Q3	$490K	Hold	6,812	–	–	0.78%	24
2020 Q2	$490K	Buy	6,812 +18	+0.3%	+$1.2K	0.77%	11
2020 Q1	$388K	Buy	6,794 +22	+0.3%	+$1.45K	0.67%	12
2019 Q4	$458K	Buy	+6,772	New	+$439K	0.55%	23

Other funds holding IUSG

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

NexWave Capital Partners's IUSG Position: Q4 2021 in Review

NexWave Capital Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.16% in Q4 2021, buying an estimated $1.23K and bringing the position to 6,896 shares worth $797K. The position accounts for 1.84% of the portfolio, ranked #18.

NexWave Capital Partners first reported a position in IUSG in Q4 2019 and has held it in 9 quarters since. 555 funds tracked by Wall St. Rank hold IUSG as of Q4 2021.

NexWave Capital Partners held 6,896 shares of iShares Core S&P US Growth ETF worth $797K as of Q4 2021.
NexWave Capital Partners bought 11 iShares Core S&P US Growth ETF shares in Q4 2021, an estimated $1.23K.
iShares Core S&P US Growth ETF made up 1.84% of NexWave Capital Partners's portfolio in Q4 2021, its #18 holding.
NexWave Capital Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 9 quarters since.
555 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2021.

Based on NexWave Capital Partners's 13F filing for Q4 2021, filed 10 Feb 2022.