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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$113K	Buy	+1,298	New	+$109K	0.03%	504

Other funds holding IWS

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

NEXT Financial Holdings opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2019: 1,298 shares worth $113K. The stake represents 0.03% of the portfolio and ranks #504 among its holdings.

563 funds tracked by Wall St. Rank hold IWS as of Q1 2019.

NEXT Financial Holdings held 1,298 shares of iShares Russell Mid-Cap Value ETF worth $113K as of Q1 2019.
iShares Russell Mid-Cap Value ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell Mid-Cap Value ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #504 holding.
563 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2019.

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