NexWave Capital Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$553K	Buy	1,887 +2	+0.1%	+$603	1.28%	28
2021 Q3	$554K	Buy	1,885 +2	+0.1%	+$601	1.43%	25
2021 Q2	$587K	Hold	1,883	–	–	1.13%	25
2021 Q1	$566K	Buy	1,883 +2	+0.1%	+$621	0.7%	29
2020 Q4	$539K	Buy	1,881 +5	+0.3%	+$1.27K	0.84%	31
2020 Q3	$388K	Hold	1,876	–	–	0.62%	31
2020 Q2	$388K	Buy	1,876 +3	+0.2%	+$561	0.61%	15
2020 Q1	$296K	Buy	1,873 +3	+0.2%	+$596	0.51%	13
2019 Q4	$400K	Buy	+1,870	New	+$380K	0.48%	24

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

NexWave Capital Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.11% in Q4 2021, buying an estimated $603 and bringing the position to 1,887 shares worth $553K. The position accounts for 1.28% of the portfolio, ranked #28.

NexWave Capital Partners first reported a position in IWO in Q4 2019 and has held it in 9 quarters since. The position peaked at $587K in Q2 2021. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

NexWave Capital Partners held 1,887 shares of iShares Russell 2000 Growth ETF worth $553K as of Q4 2021.
NexWave Capital Partners bought 2 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $603.
iShares Russell 2000 Growth ETF made up 1.28% of NexWave Capital Partners's portfolio in Q4 2021, its #28 holding.
NexWave Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 9 quarters since.
NexWave Capital Partners's iShares Russell 2000 Growth ETF position peaked at $587K in Q2 2021.
897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

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