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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$89K	Buy	+744	New	+$88.9K	0.02%	565

Other funds holding IWN

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

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

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

Starboard Value New York $4.57B AUM 4.97% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2019: 744 shares worth $89K. The stake represents 0.02% of the portfolio and ranks #565 among its holdings.

674 funds tracked by Wall St. Rank hold IWN as of Q1 2019.

NEXT Financial Holdings held 744 shares of iShares Russell 2000 Value ETF worth $89K as of Q1 2019.
iShares Russell 2000 Value ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell 2000 Value ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #565 holding.
674 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2019.

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