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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$51K	Buy	+667	New	+$51.2K	0.01%	727

Other funds holding IJR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2019: 667 shares worth $51K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings.

1,346 funds tracked by Wall St. Rank hold IJR as of Q1 2019.

NEXT Financial Holdings held 667 shares of iShares Core S&P Small-Cap ETF worth $51K as of Q1 2019.
iShares Core S&P Small-Cap ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Core S&P Small-Cap ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #727 holding.
1,346 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2019.

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