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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$47K	Buy	+237	New	+$45.1K	0.01%	753

Other funds holding IWO

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

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

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

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

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

NEXT Financial Holdings opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2019: 237 shares worth $47K. The stake represents 0.01% of the portfolio and ranks #753 among its holdings.

641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

NEXT Financial Holdings held 237 shares of iShares Russell 2000 Growth ETF worth $47K as of Q1 2019.
iShares Russell 2000 Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell 2000 Growth ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #753 holding.
641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

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