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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$926K	Buy	36,928 +2,148	+6%	+$53.6K	0.18%	160
2016 Q1	$867K	Buy	34,780 +9,412	+37%	+$222K	0.17%	167
2015 Q4	$630K	Buy	25,368 +6,180	+32%	+$154K	0.12%	231
2015 Q3	$446K	Buy	19,188 +6,300	+49%	+$155K	0.09%	316
2015 Q2	$319K	Sell	12,888 -136	-1%	-$3.42K	0.06%	452
2015 Q1	$322K	Buy	13,024 +3,552	+38%	+$86.8K	0.06%	440
2014 Q4	$226K	Sell	9,472 -500	-5%	-$11.7K	0.04%	549
2014 Q3	$228K	Hold	9,972	–	–	0.04%	531
2014 Q2	$226K	Sell	9,972 -4,248	-30%	-$93.2K	0.04%	555
2014 Q1	$307K	Buy	14,220 +412	+3%	+$8.85K	0.07%	394
2013 Q4	$296K	Buy	13,808 +2,136	+18%	+$43.8K	0.07%	384
2013 Q3	$228K	Sell	11,672 -9,880	-46%	-$189K	0.06%	429
2013 Q2	$391K	Buy	+21,552	New	+$395K	0.12%	249

Other funds holding IWF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

Investors Capital Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.2% in Q2 2016, buying an estimated $53.6K and bringing the position to 36,928 shares worth $926K. The position accounts for 0.18% of the portfolio, ranked #160.

Investors Capital Advisory Services first reported a position in IWF in Q2 2013 and has held it in 13 quarters since. 663 funds tracked by Wall St. Rank hold IWF as of Q2 2016.

Investors Capital Advisory Services held 36,928 shares of iShares Russell 1000 Growth ETF worth $926K as of Q2 2016.
Investors Capital Advisory Services bought 2,148 iShares Russell 1000 Growth ETF shares in Q2 2016, an estimated $53.6K.
iShares Russell 1000 Growth ETF made up 0.18% of Investors Capital Advisory Services's portfolio in Q2 2016, its #160 holding.
Investors Capital Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 13 quarters since.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2016.

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