NEXT Financial Holdings’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$167K	Buy	+1,000	New	+$160K	0.04%	413

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2019: 1,000 shares worth $167K. The stake represents 0.04% of the portfolio and ranks #413 among its holdings.

454 funds tracked by Wall St. Rank hold IWV as of Q1 2019.

NEXT Financial Holdings held 1,000 shares of iShares Russell 3000 ETF worth $167K as of Q1 2019.
iShares Russell 3000 ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Russell 3000 ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #413 holding.
454 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2019.

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