NEXT Financial Holdings’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$52K	Buy	+666	New	+$51.6K	0.01%	719

Other funds holding IJJ

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2019: 666 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #719 among its holdings.

469 funds tracked by Wall St. Rank hold IJJ as of Q1 2019.

NEXT Financial Holdings held 666 shares of iShares S&P Mid-Cap 400 Value ETF worth $52K as of Q1 2019.
iShares S&P Mid-Cap 400 Value ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #719 holding.
469 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2019.

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