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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$140K	Buy	+2,589	New	+$134K	0.04%	447

Other funds holding IWR

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2019: 2,589 shares worth $140K. The stake represents 0.04% of the portfolio and ranks #447 among its holdings.

757 funds tracked by Wall St. Rank hold IWR as of Q1 2019.

NEXT Financial Holdings held 2,589 shares of iShares Russell Mid-Cap ETF worth $140K as of Q1 2019.
iShares Russell Mid-Cap ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell Mid-Cap ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #447 holding.
757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2019.

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