NEXT Financial Holdings’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$655K	Buy	+10,172	New	+$631K	0.17%	79

Other funds holding ITOT

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2019: 10,172 shares worth $655K. The stake represents 0.17% of the portfolio and ranks #79 among its holdings.

550 funds tracked by Wall St. Rank hold ITOT as of Q1 2019.

NEXT Financial Holdings held 10,172 shares of iShares Core S&P Total US Stock Market ETF worth $655K as of Q1 2019.
iShares Core S&P Total US Stock Market ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Core S&P Total US Stock Market ETF made up 0.17% of NEXT Financial Holdings's portfolio in Q1 2019, its #79 holding.
550 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2019.

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