NFH
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NEXT Financial Holdings’s iShares Micro-Cap ETF IWC Stock Holding History

NEXT Financial Holdings’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$13K Buy
+135
New +$12.4K ﹤0.01% 1056

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Micro-Cap ETF (IWC) in Q1 2019: 135 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings.

184 funds tracked by Wall St. Rank hold IWC as of Q1 2019.

  • NEXT Financial Holdings held 135 shares of iShares Micro-Cap ETF worth $13K as of Q1 2019.
  • iShares Micro-Cap ETF was a new NEXT Financial Holdings position in Q1 2019.
  • iShares Micro-Cap ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1056 holding.
  • 184 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2019.

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