NEXT Financial Holdings’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$32K	Buy	+550	New	+$32K	0.01%	845

Other funds holding IYF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares US Financials ETF (IYF) in Q1 2019: 550 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings.

229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

NEXT Financial Holdings held 550 shares of iShares US Financials ETF worth $32K as of Q1 2019.
iShares US Financials ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Financials ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #845 holding.
229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

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