NEXT Financial Holdings’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$8K	Buy	+117	New	+$7.39K	﹤0.01%	1162

Other funds holding IWL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

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

CJA

C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares Russell Top 200 ETF (IWL) in Q1 2019: 117 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

46 funds tracked by Wall St. Rank hold IWL as of Q1 2019.

NEXT Financial Holdings held 117 shares of iShares Russell Top 200 ETF worth $8K as of Q1 2019.
iShares Russell Top 200 ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell Top 200 ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1162 holding.
46 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2019.

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