FWP
IELG

FAS Wealth Partners’s ISHARES ENHANCED U.S. LARGE CAP ETF IELG Stock Holding History

FAS Wealth Partners’s Portfolio IELG Stock Details IELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-17,796
Closed -$570K – 121
2015
Q2 		$570K Buy
+17,796
New +$579K 0.29% 39

Other funds holding IELG

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LTFS
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FAS Wealth Partners's IELG Position: Q3 2015 in Review

FAS Wealth Partners sold out of ISHARES ENHANCED U.S. LARGE CAP ETF (IELG) in Q3 2015, closing a stake of 17,796 shares — an estimated $570K sold.

FAS Wealth Partners first reported a position in IELG in Q2 2015 and held it in 1 quarter. The position peaked at $570K in Q2 2015. 15 funds tracked by Wall St. Rank hold IELG as of Q3 2015.

  • FAS Wealth Partners reported no remaining ISHARES ENHANCED U.S. LARGE CAP ETF position as of Q3 2015 after selling out during the quarter.
  • FAS Wealth Partners sold 17,796 ISHARES ENHANCED U.S. LARGE CAP ETF shares in Q3 2015, an estimated $570K.
  • FAS Wealth Partners first reported a position in ISHARES ENHANCED U.S. LARGE CAP ETF in Q2 2015 and held it in 1 quarter.
  • FAS Wealth Partners's ISHARES ENHANCED U.S. LARGE CAP ETF position peaked at $570K in Q2 2015.
  • 15 funds tracked by Wall St. Rank held ISHARES ENHANCED U.S. LARGE CAP ETF as of Q3 2015.

Based on FAS Wealth Partners's 13F filing for Q3 2015, filed 20 Oct 2015.