Advisor Group’s ISHARES ENHANCED U.S. SMALL CAP ETF IESM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-1,480
Closed -$46K 4798
2016
Q2
$46K Buy
+1,480
New +$45.6K ﹤0.01% 2481

Advisor Group's IESM Position: Q3 2016 in Review

Advisor Group sold out of ISHARES ENHANCED U.S. SMALL CAP ETF (IESM) in Q3 2016, closing a stake of 1,480 shares — an estimated $46K sold.

Advisor Group first reported a position in IESM in Q2 2016 and held it in 1 quarter. The position peaked at $46K in Q2 2016. 0 funds tracked by Wall St. Rank hold IESM as of Q3 2016.

  • Advisor Group reported no remaining ISHARES ENHANCED U.S. SMALL CAP ETF position as of Q3 2016 after selling out during the quarter.
  • Advisor Group sold 1,480 ISHARES ENHANCED U.S. SMALL CAP ETF shares in Q3 2016, an estimated $46K.
  • Advisor Group first reported a position in ISHARES ENHANCED U.S. SMALL CAP ETF in Q2 2016 and held it in 1 quarter.
  • Advisor Group's ISHARES ENHANCED U.S. SMALL CAP ETF position peaked at $46K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held ISHARES ENHANCED U.S. SMALL CAP ETF as of Q3 2016.

Based on Advisor Group's 13F filing for Q3 2016, filed 9 Nov 2016.