Investors Capital Advisory Services’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$451K	Sell	7,032 -2,350	-25%	-$148K	0.09%	307
2016 Q1	$582K	Sell	9,382 -440	-4%	-$25.6K	0.12%	236
2015 Q4	$610K	Sell	9,822 -164	-2%	-$10.4K	0.12%	239
2015 Q3	$599K	Sell	9,986 -30	-0.3%	-$1.92K	0.12%	237
2015 Q2	$656K	Buy	10,016 +274	+3%	+$17.9K	0.12%	245
2015 Q1	$633K	Buy	9,742 +344	+4%	+$21.6K	0.12%	246
2014 Q4	$575K	Sell	9,398 -1,624	-15%	-$95.2K	0.11%	263
2014 Q3	$620K	Sell	11,022 -50	-0.5%	-$2.92K	0.12%	244
2014 Q2	$668K	Sell	11,072 -152	-1%	-$8.82K	0.11%	277
2014 Q1	$667K	Sell	11,224 -192	-2%	-$11.3K	0.14%	216
2013 Q4	$677K	Buy	11,416 +470	+4%	+$26.8K	0.16%	195
2013 Q3	$593K	Sell	10,946 -720	-6%	-$37.6K	0.15%	202
2013 Q2	$564K	Buy	+11,666	New	+$555K	0.17%	169

Other funds holding IJT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Investors Capital Advisory Services reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 25% in Q2 2016, selling an estimated $148K and leaving 7,032 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #307.

Investors Capital Advisory Services first reported a position in IJT in Q2 2013 and has held it in 13 quarters since. The position peaked at $677K in Q4 2013. 284 funds tracked by Wall St. Rank hold IJT as of Q2 2016.

Investors Capital Advisory Services held 7,032 shares of iShares S&P Small-Cap 600 Growth ETF worth $451K as of Q2 2016.
Investors Capital Advisory Services sold 2,350 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2016, an estimated $148K.
iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Investors Capital Advisory Services's portfolio in Q2 2016, its #307 holding.
Investors Capital Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $677K in Q4 2013.
284 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2016.

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