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iShares S&P 500 Value Index shares owned by NEXT Financial Holdings

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by NEXT Financial Holdings from 13F filings

Historical chart of NEXT Financial Holdings investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by NEXT Financial Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by NEXT Financial Holdings

Quarter filed Position value Share count Share price at filing
2019-03-31 $297k 2.6k 112.71

More positions owned by NEXT Financial Holdings

iShares Lehman 1-3 Year Treas.Bond (SHY)
Vanguard Sht Term Govt Bond ETF (VGSH)
Schwab Strategic Tr sht tm us tres (SCHO)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
Spdr Ser Tr 1 3 hgh yield (BIL)
Apple (AAPL)
iShares iBoxx $ High Yid Corp Bond (HYG)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Short-Term Bond ETF (BSV)
SPDR Barclays Capital High Yield B
Vanguard Intermediate-Term Bond ETF (BIV)
Vanguard Long-Term Bond ETF (BLV)
Vanguard Total Stock Market ETF (VTI)
Vanguard Information Technology ETF (VGT)
Vanguard REIT ETF (VNQ)

View all positions for NEXT Financial Holdings

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index