Investors Capital Advisory Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$216K Buy
+6,412
New +$215K 0.04% 564

Other funds holding ISCB

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

Investors Capital Advisory Services opened a new position in iShares Morningstar Small-Cap ETF (ISCB) in Q2 2016: 6,412 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #564 among its holdings.

43 funds tracked by Wall St. Rank hold ISCB as of Q2 2016.

  • Investors Capital Advisory Services held 6,412 shares of iShares Morningstar Small-Cap ETF worth $216K as of Q2 2016.
  • iShares Morningstar Small-Cap ETF was a new Investors Capital Advisory Services position in Q2 2016.
  • iShares Morningstar Small-Cap ETF made up 0.04% of Investors Capital Advisory Services's portfolio in Q2 2016, its #564 holding.
  • 43 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2016.

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