NEXT Financial Holdings’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1.39M	Buy	+4,886	New	+$1.34M	0.35%	34

Other funds holding IVV

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2019: 4,886 shares worth $1.39M. The stake represents 0.35% of the portfolio and ranks #34 among its holdings.

1,604 funds tracked by Wall St. Rank hold IVV as of Q1 2019.

NEXT Financial Holdings held 4,886 shares of iShares Core S&P 500 ETF worth $1.39M as of Q1 2019.
iShares Core S&P 500 ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Core S&P 500 ETF made up 0.35% of NEXT Financial Holdings's portfolio in Q1 2019, its #34 holding.
1,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2019.

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