Investors Capital Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$579K Buy
12,392
+4,264
+52% +$197K 0.11% 238
2016
Q1
$374K Sell
8,128
-4,214
-34% -$182K 0.07% 360
2015
Q4
$567K Buy
12,342
+314
+3% +$14.6K 0.11% 256
2015
Q3
$532K Buy
12,028
+5,956
+98% +$282K 0.11% 264
2015
Q2
$294K Buy
6,072
+32
+0.5% +$1.58K 0.05% 481
2015
Q1
$295K Buy
6,040
+540
+10% +$25.8K 0.05% 461
2014
Q4
$256K Hold
5,500
0.05% 497
2014
Q3
$242K Sell
5,500
-20
-0.4% -$893 0.05% 502
2014
Q2
$247K Hold
5,520
0.04% 518
2014
Q1
$236K Buy
5,520
+280
+5% +$11.9K 0.05% 475
2013
Q4
$221K Buy
+5,240
New +$212K 0.05% 461

Other funds holding IWP

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

Investors Capital Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 52% in Q2 2016, buying an estimated $197K and bringing the position to 12,392 shares worth $579K. The position accounts for 0.11% of the portfolio, ranked #238.

Investors Capital Advisory Services first reported a position in IWP in Q4 2013 and has held it in 11 quarters since. 347 funds tracked by Wall St. Rank hold IWP as of Q2 2016.

  • Investors Capital Advisory Services held 12,392 shares of iShares Russell Mid-Cap Growth ETF worth $579K as of Q2 2016.
  • Investors Capital Advisory Services bought 4,264 iShares Russell Mid-Cap Growth ETF shares in Q2 2016, an estimated $197K.
  • iShares Russell Mid-Cap Growth ETF made up 0.11% of Investors Capital Advisory Services's portfolio in Q2 2016, its #238 holding.
  • Investors Capital Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 11 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2016.

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