NEXT Financial Holdings’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$297K	Buy	+2,635	New	+$289K	0.08%	256

Other funds holding IVE

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TAIM

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

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

NEXT Financial Holdings opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2019: 2,635 shares worth $297K. The stake represents 0.08% of the portfolio and ranks #256 among its holdings.

724 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

NEXT Financial Holdings held 2,635 shares of iShares S&P 500 Value ETF worth $297K as of Q1 2019.
iShares S&P 500 Value ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares S&P 500 Value ETF made up 0.08% of NEXT Financial Holdings's portfolio in Q1 2019, its #256 holding.
724 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

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