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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$821K Sell
19,436
-1,744
-8% -$72.3K 0.16% 179
2016
Q1
$861K Sell
21,180
-576
-3% -$22K 0.17% 168
2015
Q4
$875K Sell
21,756
-372
-2% -$15.2K 0.17% 173
2015
Q3
$869K Sell
22,128
-5,920
-21% -$247K 0.17% 164
2015
Q2
$1.19M Buy
28,048
+912
+3% +$39.1K 0.22% 127
2015
Q1
$1.16M Buy
27,136
+908
+3% +$37.6K 0.22% 124
2014
Q4
$1.05M Sell
26,228
-1,392
-5% -$54K 0.2% 140
2014
Q3
$1.04M Buy
27,620
+1,408
+5% +$54.6K 0.21% 138
2014
Q2
$1.03M Buy
26,212
+592
+2% +$22.4K 0.17% 188
2014
Q1
$979K Sell
25,620
-704
-3% -$26.5K 0.21% 140
2013
Q4
$988K Buy
26,324
+1,432
+6% +$51.7K 0.23% 124
2013
Q3
$865K Buy
24,892
+2,004
+9% +$68.2K 0.22% 126
2013
Q2
$737K Buy
+22,888
New +$743K 0.22% 123

Other funds holding IJK

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

Investors Capital Advisory Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.2% in Q2 2016, selling an estimated $72.3K and leaving 19,436 shares worth $821K. The position accounts for 0.16% of the portfolio, ranked #179.

Investors Capital Advisory Services first reported a position in IJK in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.19M in Q2 2015. 346 funds tracked by Wall St. Rank hold IJK as of Q2 2016.

  • Investors Capital Advisory Services held 19,436 shares of iShares S&P Mid-Cap 400 Growth ETF worth $821K as of Q2 2016.
  • Investors Capital Advisory Services sold 1,744 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2016, an estimated $72.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.16% of Investors Capital Advisory Services's portfolio in Q2 2016, its #179 holding.
  • Investors Capital Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 13 quarters since.
  • Investors Capital Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.19M in Q2 2015.
  • 346 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2016.

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