NEXT Financial Group, Inc reported ISHARES TR S&P 500 VALUE ETF (IVE) in 29 quarterly 13F filings .
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEXT Financial Group, Inc's position in ISHARES TR S&P 500 VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
See the most recent quarter where the fund disclosed this position.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2026 Q1 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
NEXT Financial Group, Inc reported IVE across 0 quarterly 13F filings.
This page shows the quarter-by-quarter portfolio weight history for IVE in NEXT Financial Group, Inc.
The most recent filing on this page is 2021 Q4, when NEXT Financial Group, Inc reported 38,398 shares, equal to 0.40% of portfolio, with an estimated market value of $6.0M.
The chart compares NEXT Financial Group, Inc's quarterly IVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent IVE price moves, NEXT Financial Group, Inc correctly timed 18 out of 28 reported position changes (64%). The annualised alpha on IVE relative to SPY over the holding period was -3.2%.