Level Four Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-30,740
Closed -$1.22M 543
2017
Q4
$1.22M Buy
30,740
+22,068
+254% +$859K 0.1% 197
2017
Q3
$327K Buy
+8,672
New +$323K 0.03% 400

Other funds holding ILCB

Level Four Advisory Services's ILCB Position: Q1 2018 in Review

Level Four Advisory Services sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2018, closing a stake of 30,740 shares — an estimated $1.22M sold.

Level Four Advisory Services first reported a position in ILCB in Q3 2017 and held it in 2 quarters. The position peaked at $1.22M in Q4 2017. 96 funds tracked by Wall St. Rank hold ILCB as of Q1 2018.

  • Level Four Advisory Services reported no remaining iShares Morningstar US Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Level Four Advisory Services sold 30,740 iShares Morningstar US Equity ETF shares in Q1 2018, an estimated $1.22M.
  • Level Four Advisory Services first reported a position in iShares Morningstar US Equity ETF in Q3 2017 and held it in 2 quarters.
  • Level Four Advisory Services's iShares Morningstar US Equity ETF position peaked at $1.22M in Q4 2017.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2018.

Based on Level Four Advisory Services's 13F filing for Q1 2018, filed 14 May 2018.