NEXT Financial Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$149K	Buy	+2,190	New	+$141K	0.04%	436

Other funds holding IWP

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2019: 2,190 shares worth $149K. The stake represents 0.04% of the portfolio and ranks #436 among its holdings.

574 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

NEXT Financial Holdings held 2,190 shares of iShares Russell Mid-Cap Growth ETF worth $149K as of Q1 2019.
iShares Russell Mid-Cap Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell Mid-Cap Growth ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #436 holding.
574 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

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