Investors Capital Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$578K	Hold	4,947	–	–	0.11%	239
2016 Q1	$564K	Hold	4,947	–	–	0.11%	245
2015 Q4	$560K	Buy	4,947 +86	+2%	+$9.83K	0.11%	260
2015 Q3	$520K	Hold	4,861	–	–	0.1%	270
2015 Q2	$564K	Hold	4,861	–	–	0.1%	282
2015 Q1	$563K	Hold	4,861	–	–	0.1%	275
2014 Q4	$557K	Sell	4,861 -414	-8%	-$46.4K	0.11%	273
2014 Q3	$579K	Hold	5,275	–	–	0.11%	260
2014 Q2	$580K	Buy	5,275 +114	+2%	+$12.1K	0.09%	311
2014 Q1	$540K	Sell	5,161 -500	-9%	-$51.4K	0.12%	262
2013 Q4	$584K	Hold	5,661	–	–	0.14%	223
2013 Q3	$533K	Buy	5,661 +334	+6%	+$31.2K	0.14%	225
2013 Q2	$479K	Buy	+5,327	New	+$477K	0.15%	203

Other funds holding IWB

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

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

Investors Capital Advisory Services held its iShares Russell 1000 ETF (IWB) position steady in Q2 2016 at 4,947 shares worth $578K. The position accounts for 0.11% of the portfolio, ranked #239.

Investors Capital Advisory Services first reported a position in IWB in Q2 2013 and has held it in 13 quarters since. The position peaked at $584K in Q4 2013. 445 funds tracked by Wall St. Rank hold IWB as of Q2 2016.

Investors Capital Advisory Services held 4,947 shares of iShares Russell 1000 ETF worth $578K as of Q2 2016.
Investors Capital Advisory Services left its iShares Russell 1000 ETF share count unchanged in Q2 2016.
iShares Russell 1000 ETF made up 0.11% of Investors Capital Advisory Services's portfolio in Q2 2016, its #239 holding.
Investors Capital Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's iShares Russell 1000 ETF position peaked at $584K in Q4 2013.
445 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2016.

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