Investors Capital Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$1.13M	Sell	9,870 -1,896	-16%	-$214K	0.22%	127
2016 Q1	$1.3M	Buy	11,766 +625	+6%	+$64.7K	0.26%	99
2015 Q4	$1.25M	Sell	11,141 -705	-6%	-$81.3K	0.24%	101
2015 Q3	$1.29M	Sell	11,846 -263	-2%	-$31.2K	0.26%	98
2015 Q2	$1.51M	Buy	12,109 +378	+3%	+$47.2K	0.28%	86
2015 Q1	$1.46M	Buy	11,731 +399	+4%	+$48.1K	0.27%	90
2014 Q4	$1.35M	Sell	11,332 -2,657	-19%	-$304K	0.26%	100
2014 Q3	$1.53M	Sell	13,989 -1,510	-10%	-$173K	0.3%	75
2014 Q2	$1.84M	Sell	15,499 -73	-0.5%	-$8.29K	0.3%	86
2014 Q1	$1.81M	Sell	15,572 -2,351	-13%	-$271K	0.39%	48
2013 Q4	$2.07M	Buy	17,923 +928	+5%	+$103K	0.48%	34
2013 Q3	$1.81M	Sell	16,995 -1,212	-7%	-$125K	0.47%	40
2013 Q2	$1.76M	Buy	+18,207	New	+$1.74M	0.54%	33

Other funds holding IWM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Investors Capital Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q2 2016, selling an estimated $214K and leaving 9,870 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #127.

Investors Capital Advisory Services first reported a position in IWM in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.07M in Q4 2013. 914 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

Investors Capital Advisory Services held 9,870 shares of iShares Russell 2000 ETF worth $1.13M as of Q2 2016.
Investors Capital Advisory Services sold 1,896 iShares Russell 2000 ETF shares in Q2 2016, an estimated $214K.
iShares Russell 2000 ETF made up 0.22% of Investors Capital Advisory Services's portfolio in Q2 2016, its #127 holding.
Investors Capital Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's iShares Russell 2000 ETF position peaked at $2.07M in Q4 2013.
914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

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