NEXT Financial Holdings’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1.1M	Buy	+29,188	New	+$1.05M	0.28%	43

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2019: 29,188 shares worth $1.1M. The stake represents 0.28% of the portfolio and ranks #43 among its holdings.

1,079 funds tracked by Wall St. Rank hold IWF as of Q1 2019.

NEXT Financial Holdings held 29,188 shares of iShares Russell 1000 Growth ETF worth $1.1M as of Q1 2019.
iShares Russell 1000 Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell 1000 Growth ETF made up 0.28% of NEXT Financial Holdings's portfolio in Q1 2019, its #43 holding.
1,079 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2019.

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