NEXT Financial Holdings’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$362K	Buy	+8,404	New	+$344K	0.09%	203

Other funds holding IVW

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

NEXT Financial Holdings opened a new position in iShares S&P 500 Growth ETF (IVW) in Q1 2019: 8,404 shares worth $362K. The stake represents 0.09% of the portfolio and ranks #203 among its holdings.

853 funds tracked by Wall St. Rank hold IVW as of Q1 2019.

NEXT Financial Holdings held 8,404 shares of iShares S&P 500 Growth ETF worth $362K as of Q1 2019.
iShares S&P 500 Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares S&P 500 Growth ETF made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #203 holding.
853 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2019.

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