Investors Capital Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$754K Buy
11,784
+190
+2% +$12K 0.14% 193
2016
Q1
$719K Buy
11,594
+114
+1% +$6.46K 0.14% 197
2015
Q4
$672K Buy
11,480
+10
+0.1% +$605 0.13% 219
2015
Q3
$661K Hold
11,470
0.13% 220
2015
Q2
$739K Sell
11,470
-70
-0.6% -$4.62K 0.14% 216
2015
Q1
$755K Hold
11,540
0.14% 220
2014
Q4
$737K Sell
11,540
-406
-3% -$25.2K 0.14% 210
2014
Q3
$718K Sell
11,946
-88
-0.7% -$5.5K 0.14% 208
2014
Q2
$763K Sell
12,034
-126
-1% -$7.67K 0.12% 257
2014
Q1
$732K Sell
12,160
-430
-3% -$25.2K 0.16% 192
2013
Q4
$731K Sell
12,590
-30
-0.2% -$1.69K 0.17% 176
2013
Q3
$681K Sell
12,620
-600
-5% -$32K 0.18% 170
2013
Q2
$669K Buy
+13,220
New +$669K 0.2% 142

Other funds holding IJJ

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

Investors Capital Advisory Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.6% in Q2 2016, buying an estimated $12K and bringing the position to 11,784 shares worth $754K. The position accounts for 0.14% of the portfolio, ranked #193.

Investors Capital Advisory Services first reported a position in IJJ in Q2 2013 and has held it in 13 quarters since. The position peaked at $763K in Q2 2014. 331 funds tracked by Wall St. Rank hold IJJ as of Q2 2016.

  • Investors Capital Advisory Services held 11,784 shares of iShares S&P Mid-Cap 400 Value ETF worth $754K as of Q2 2016.
  • Investors Capital Advisory Services bought 190 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2016, an estimated $12K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.14% of Investors Capital Advisory Services's portfolio in Q2 2016, its #193 holding.
  • Investors Capital Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 13 quarters since.
  • Investors Capital Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $763K in Q2 2014.
  • 331 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2016.

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