NEXT Financial Holdings’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$48K	Buy	+680	New	+$46.2K	0.01%	743

Other funds holding IYY

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

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Dow Jones US ETF (IYY) in Q1 2019: 680 shares worth $48K. The stake represents 0.01% of the portfolio and ranks #743 among its holdings.

154 funds tracked by Wall St. Rank hold IYY as of Q1 2019.

NEXT Financial Holdings held 680 shares of iShares Dow Jones US ETF worth $48K as of Q1 2019.
iShares Dow Jones US ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Dow Jones US ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #743 holding.
154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2019.

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