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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$1.06M Buy
25,312
+404
+2% +$16.7K 0.2% 139
2016
Q1
$1.01M Buy
24,908
+824
+3% +$31.4K 0.2% 139
2015
Q4
$964K Sell
24,084
-1,504
-6% -$61.3K 0.19% 150
2015
Q3
$995K Sell
25,588
-48
-0.2% -$1.99K 0.2% 132
2015
Q2
$1.09M Buy
25,636
+1,248
+5% +$54.3K 0.2% 138
2015
Q1
$1.05M Buy
24,388
+404
+2% +$17.2K 0.2% 142
2014
Q4
$1M Sell
23,984
-996
-4% -$40.4K 0.19% 152
2014
Q3
$988K Hold
24,980
0.19% 149
2014
Q2
$1.01M Sell
24,980
-1,332
-5% -$51.9K 0.16% 192
2014
Q1
$1.02M Buy
26,312
+1,428
+6% +$54.1K 0.22% 134
2013
Q4
$933K Sell
24,884
-744
-3% -$26.9K 0.22% 132
2013
Q3
$891K Sell
25,628
-2,836
-10% -$96.9K 0.23% 123
2013
Q2
$924K Buy
+28,464
New +$923K 0.28% 96

Other funds holding IWR

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

Investors Capital Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2016, buying an estimated $16.7K and bringing the position to 25,312 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #139.

Investors Capital Advisory Services first reported a position in IWR in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.09M in Q2 2015. 491 funds tracked by Wall St. Rank hold IWR as of Q2 2016.

  • Investors Capital Advisory Services held 25,312 shares of iShares Russell Mid-Cap ETF worth $1.06M as of Q2 2016.
  • Investors Capital Advisory Services bought 404 iShares Russell Mid-Cap ETF shares in Q2 2016, an estimated $16.7K.
  • iShares Russell Mid-Cap ETF made up 0.2% of Investors Capital Advisory Services's portfolio in Q2 2016, its #139 holding.
  • Investors Capital Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 13 quarters since.
  • Investors Capital Advisory Services's iShares Russell Mid-Cap ETF position peaked at $1.09M in Q2 2015.
  • 491 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2016.

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