Investors Capital Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$215K Buy
2,831
+4
+0.1% +$305 0.04% 566
2016
Q1
$207K Sell
2,827
-710
-20% -$47.7K 0.04% 561
2015
Q4
$249K Buy
+3,537
New +$255K 0.05% 501
2015
Q3
Sell
-2,532
Closed -$204K 746
2015
Q2
$204K Buy
2,532
+31
+1% +$2.61K 0.04% 608
2015
Q1
$204K Buy
2,501
+30
+1% +$2.49K 0.04% 609
2014
Q4
$203K Buy
+2,471
New +$205K 0.04% 586

Other funds holding IYM

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

Investors Capital Advisory Services increased its iShares US Basic Materials ETF (IYM) stake by 0.14% in Q2 2016, buying an estimated $305 and bringing the position to 2,831 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #566.

Investors Capital Advisory Services first reported a position in IYM in Q4 2014 and has held it in 6 quarters since. The position peaked at $249K in Q4 2015. 106 funds tracked by Wall St. Rank hold IYM as of Q2 2016.

  • Investors Capital Advisory Services held 2,831 shares of iShares US Basic Materials ETF worth $215K as of Q2 2016.
  • Investors Capital Advisory Services bought 4 iShares US Basic Materials ETF shares in Q2 2016, an estimated $305.
  • iShares US Basic Materials ETF made up 0.04% of Investors Capital Advisory Services's portfolio in Q2 2016, its #566 holding.
  • Investors Capital Advisory Services first reported a position in iShares US Basic Materials ETF in Q4 2014 and has held it in 6 quarters since.
  • Investors Capital Advisory Services's iShares US Basic Materials ETF position peaked at $249K in Q4 2015.
  • 106 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2016.

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