NEXT Financial Holdings’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$688K	Buy	+5,568	New	+$669K	0.17%	73

Other funds holding IWD

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2019: 5,568 shares worth $688K. The stake represents 0.17% of the portfolio and ranks #73 among its holdings.

958 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

NEXT Financial Holdings held 5,568 shares of iShares Russell 1000 Value ETF worth $688K as of Q1 2019.
iShares Russell 1000 Value ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell 1000 Value ETF made up 0.17% of NEXT Financial Holdings's portfolio in Q1 2019, its #73 holding.
958 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

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