NEXT Financial Holdings’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

NEXT Financial Holdings’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$161K	Buy	+3,825	New	+$151K	0.04%	423

Other funds holding IGV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

NEXT Financial Holdings's IGV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2019: 3,825 shares worth $161K. The stake represents 0.04% of the portfolio and ranks #423 among its holdings.

207 funds tracked by Wall St. Rank hold IGV as of Q1 2019.

NEXT Financial Holdings held 3,825 shares of iShares Expanded Tech-Software Sector ETF worth $161K as of Q1 2019.
iShares Expanded Tech-Software Sector ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Expanded Tech-Software Sector ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #423 holding.
207 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.