Investors Capital Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Investors Capital Advisory Services’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$878K	Sell	29,390 -6,030	-17%	-$177K	0.17%	163
2016 Q1	$1.02M	Sell	35,420 -1,275	-3%	-$34.1K	0.2%	137
2015 Q4	$1.02M	Sell	36,695 -9,040	-20%	-$258K	0.2%	146
2015 Q3	$1.25M	Buy	45,735 +9,935	+28%	+$289K	0.25%	102
2015 Q2	$1.07M	Buy	35,800 +145	+0.4%	+$4.42K	0.2%	145
2015 Q1	$1.08M	Buy	35,655 +1,925	+6%	+$56.9K	0.2%	138
2014 Q4	$976K	Buy	33,730 +75	+0.2%	+$2.11K	0.19%	154
2014 Q3	$920K	Sell	33,655 -640	-2%	-$18K	0.18%	160
2014 Q2	$981K	Buy	34,295 +1,285	+4%	+$35.3K	0.16%	202
2014 Q1	$907K	Buy	33,010 +195	+0.6%	+$5.25K	0.2%	151
2013 Q4	$878K	Buy	32,815 +185	+0.6%	+$4.78K	0.2%	142
2013 Q3	$810K	Buy	32,630 +975	+3%	+$23.8K	0.21%	133
2013 Q2	$731K	Buy	+31,655	New	+$735K	0.22%	127

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Investors Capital Advisory Services's IJH Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2016, selling an estimated $177K and leaving 29,390 shares worth $878K. The position accounts for 0.17% of the portfolio, ranked #163.

Investors Capital Advisory Services first reported a position in IJH in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.25M in Q3 2015. 723 funds tracked by Wall St. Rank hold IJH as of Q2 2016.

Investors Capital Advisory Services held 29,390 shares of iShares Core S&P Mid-Cap ETF worth $878K as of Q2 2016.
Investors Capital Advisory Services sold 6,030 iShares Core S&P Mid-Cap ETF shares in Q2 2016, an estimated $177K.
iShares Core S&P Mid-Cap ETF made up 0.17% of Investors Capital Advisory Services's portfolio in Q2 2016, its #163 holding.
Investors Capital Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $1.25M in Q3 2015.
723 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.