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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$98K	Buy	+1,796	New	+$94.8K	0.02%	540

Other funds holding IJK

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

NEXT Financial Holdings opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2019: 1,796 shares worth $98K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings.

535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

NEXT Financial Holdings held 1,796 shares of iShares S&P Mid-Cap 400 Growth ETF worth $98K as of Q1 2019.
iShares S&P Mid-Cap 400 Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #540 holding.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

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