LPL Financial
IELG

LPL Financial’s ISHARES ENHANCED U.S. LARGE CAP ETF IELG Stock Holding History

LPL Financial’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
2016
Q3 		– Sell
-12,593
Closed -$414K – 2807
2016
Q2 		$414K Sell
12,593
-10,415
-45% -$338K ﹤0.01% 1838
2016
Q1 		$737K Buy
23,008
+906
+4% +$27.7K ﹤0.01% 1896
2015
Q4 		$685K Buy
22,102
+13,247
+150% +$424K ﹤0.01% 1975
2015
Q3 		$281K Buy
8,855
+44
+0.5% +$1.41K ﹤0.01% 2250
2015
Q2 		$282K Sell
8,811
-1,398
-14% -$45.5K ﹤0.01% 2358
2015
Q1 		$326K Sell
10,209
-2,945
-22% -$94.9K ﹤0.01% 2179
2014
Q4 		$422K Sell
13,154
-4,844
-27% -$151K ﹤0.01% 1901
2014
Q3 		$544K Buy
17,998
+257
+1% +$7.9K ﹤0.01% 1722
2014
Q2 		$540K Buy
17,741
+3,069
+21% +$91.1K ﹤0.01% 1743
2014
Q1 		$432K Buy
14,672
+2,698
+23% +$77.5K ﹤0.01% 1845
2013
Q4 		$350K Buy
+11,974
New +$341K ﹤0.01% 2001

LPL Financial's IELG Position: Q3 2016 in Review

LPL Financial sold out of ISHARES ENHANCED U.S. LARGE CAP ETF (IELG) in Q3 2016, closing a stake of 12,593 shares — an estimated $414K sold.

LPL Financial first reported a position in IELG in Q4 2013 and held it in 11 quarters. The position peaked at $737K in Q1 2016. 0 funds tracked by Wall St. Rank hold IELG as of Q3 2016.

  • LPL Financial reported no remaining ISHARES ENHANCED U.S. LARGE CAP ETF position as of Q3 2016 after selling out during the quarter.
  • LPL Financial sold 12,593 ISHARES ENHANCED U.S. LARGE CAP ETF shares in Q3 2016, an estimated $414K.
  • LPL Financial first reported a position in ISHARES ENHANCED U.S. LARGE CAP ETF in Q4 2013 and held it in 11 quarters.
  • LPL Financial's ISHARES ENHANCED U.S. LARGE CAP ETF position peaked at $737K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held ISHARES ENHANCED U.S. LARGE CAP ETF as of Q3 2016.

Based on LPL Financial's 13F filing for Q3 2016, filed 16 Nov 2016.