NEXT Financial Holdings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1.05M	Buy	+27,730	New	+$1.02M	0.27%	45

Other funds holding IJH

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2019: 27,730 shares worth $1.05M. The stake represents 0.27% of the portfolio and ranks #45 among its holdings.

1,284 funds tracked by Wall St. Rank hold IJH as of Q1 2019.

NEXT Financial Holdings held 27,730 shares of iShares Core S&P Mid-Cap ETF worth $1.05M as of Q1 2019.
iShares Core S&P Mid-Cap ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Core S&P Mid-Cap ETF made up 0.27% of NEXT Financial Holdings's portfolio in Q1 2019, its #45 holding.
1,284 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2019.

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