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NexWave Capital Partners’s iShares US Basic Materials ETF IYM Stock Holding History

NexWave Capital Partners’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,500
Closed -$1.06M – 46
2021
Q3 		$1.06M Hold
8,500
– – 2.73% 15
2021
Q2 		$1.11M Buy
+8,500
New +$1.14M 2.12% 13

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CB
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

NexWave Capital Partners sold out of iShares US Basic Materials ETF (IYM) in Q4 2021, closing a stake of 8,500 shares — an estimated $1.06M sold.

NexWave Capital Partners first reported a position in IYM in Q2 2021 and held it in 2 quarters. The position peaked at $1.11M in Q2 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2021.

  • NexWave Capital Partners reported no remaining iShares US Basic Materials ETF position as of Q4 2021 after selling out during the quarter.
  • NexWave Capital Partners sold 8,500 iShares US Basic Materials ETF shares in Q4 2021, an estimated $1.06M.
  • NexWave Capital Partners first reported a position in iShares US Basic Materials ETF in Q2 2021 and held it in 2 quarters.
  • NexWave Capital Partners's iShares US Basic Materials ETF position peaked at $1.11M in Q2 2021.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2021.

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