NEXT Financial Holdings’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$121K	Buy	+1,600	New	+$116K	0.03%	485

Other funds holding IYJ

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares US Industrials ETF (IYJ) in Q1 2019: 1,600 shares worth $121K. The stake represents 0.03% of the portfolio and ranks #485 among its holdings.

155 funds tracked by Wall St. Rank hold IYJ as of Q1 2019.

NEXT Financial Holdings held 1,600 shares of iShares US Industrials ETF worth $121K as of Q1 2019.
iShares US Industrials ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Industrials ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #485 holding.
155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2019.

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