Investors Capital Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$294K Sell
9,915
-5,510
-36% -$161K 0.06% 446
2016
Q1
$433K Sell
15,425
-1,040
-6% -$28.8K 0.09% 309
2015
Q4
$494K Sell
16,465
-2,265
-12% -$67.3K 0.1% 291
2015
Q3
$524K Sell
18,730
-1,935
-9% -$60.3K 0.11% 265
2015
Q2
$656K Buy
20,665
+4,725
+30% +$149K 0.12% 246
2015
Q1
$492K Buy
15,940
+3,315
+26% +$100K 0.09% 314
2014
Q4
$364K Buy
+12,625
New +$356K 0.07% 379

Other funds holding IYH

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

Investors Capital Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 36% in Q2 2016, selling an estimated $161K and leaving 9,915 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #446.

Investors Capital Advisory Services first reported a position in IYH in Q4 2014 and has held it in 7 quarters since. The position peaked at $656K in Q2 2015. 182 funds tracked by Wall St. Rank hold IYH as of Q2 2016.

  • Investors Capital Advisory Services held 9,915 shares of iShares US Healthcare ETF worth $294K as of Q2 2016.
  • Investors Capital Advisory Services sold 5,510 iShares US Healthcare ETF shares in Q2 2016, an estimated $161K.
  • iShares US Healthcare ETF made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #446 holding.
  • Investors Capital Advisory Services first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 7 quarters since.
  • Investors Capital Advisory Services's iShares US Healthcare ETF position peaked at $656K in Q2 2015.
  • 182 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2016.

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