NEXT Financial Holdings’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$147K	Buy	+1,986	New	+$147K	0.04%	438

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2019: 1,986 shares worth $147K. The stake represents 0.04% of the portfolio and ranks #438 among its holdings.

497 funds tracked by Wall St. Rank hold IJS as of Q1 2019.

NEXT Financial Holdings held 1,986 shares of iShares S&P Small-Cap 600 Value ETF worth $147K as of Q1 2019.
iShares S&P Small-Cap 600 Value ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #438 holding.
497 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2019.

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