Investors Capital Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$632K	Buy	21,688 +3,888	+22%	+$113K	0.12%	227
2016 Q1	$515K	Sell	17,800 -2,180	-11%	-$60K	0.1%	259
2015 Q4	$578K	Buy	19,980 +768	+4%	+$22.3K	0.11%	253
2015 Q3	$517K	Buy	19,212 +600	+3%	+$17.1K	0.1%	273
2015 Q2	$529K	Sell	18,612 -1,344	-7%	-$39K	0.1%	296
2015 Q1	$568K	Buy	19,956 +400	+2%	+$11.4K	0.11%	270
2014 Q4	$545K	Buy	19,556 +2,200	+13%	+$60.1K	0.1%	276
2014 Q3	$463K	Sell	17,356 -320	-2%	-$8.53K	0.09%	324
2014 Q2	$464K	Buy	17,676 +924	+6%	+$23.4K	0.07%	362
2014 Q1	$418K	Sell	16,752 -2,576	-13%	-$63.6K	0.09%	319
2013 Q4	$477K	Hold	19,328	–	–	0.11%	267
2013 Q3	$431K	Sell	19,328 -1,132	-6%	-$25K	0.11%	276
2013 Q2	$429K	Buy	+20,460	New	+$434K	0.13%	226

Other funds holding IVW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

SIM

Scottrade Investment Management Saint Louis, Missouri $1.84B AUM 11.16% 1-Year Est. Return

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

Investors Capital Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q2 2016, buying an estimated $113K and bringing the position to 21,688 shares worth $632K. The position accounts for 0.12% of the portfolio, ranked #227.

Investors Capital Advisory Services first reported a position in IVW in Q2 2013 and has held it in 13 quarters since. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2016.

Investors Capital Advisory Services held 21,688 shares of iShares S&P 500 Growth ETF worth $632K as of Q2 2016.
Investors Capital Advisory Services bought 3,888 iShares S&P 500 Growth ETF shares in Q2 2016, an estimated $113K.
iShares S&P 500 Growth ETF made up 0.12% of Investors Capital Advisory Services's portfolio in Q2 2016, its #227 holding.
Investors Capital Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 13 quarters since.
482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2016.

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