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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
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index