NEXT Financial Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1.1M	Buy	+7,205	New	+$1.08M	0.28%	44

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2019: 7,205 shares worth $1.1M. The stake represents 0.28% of the portfolio and ranks #44 among its holdings.

1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

NEXT Financial Holdings held 7,205 shares of iShares Russell 2000 ETF worth $1.1M as of Q1 2019.
iShares Russell 2000 ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell 2000 ETF made up 0.28% of NEXT Financial Holdings's portfolio in Q1 2019, its #44 holding.
1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

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