LifePlan Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

LifePlan Financial Group’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$93K	Buy	1,824 +8	+0.4%	+$414	0.04%	188
2020 Q2	$92K	Buy	1,816 +22	+1%	+$1.08K	0.04%	185
2020 Q1	$82K	Buy	1,794 +18	+1%	+$1.01K	0.04%	181
2019 Q4	$104K	Buy	1,776 +530	+43%	+$31.2K	0.05%	181
2019 Q3	$75K	Hold	1,246	–	–	0.04%	208
2019 Q2	$70K	Hold	1,246	–	–	0.03%	210
2019 Q1	$69K	Hold	1,246	–	–	0.04%	212
2018 Q4	$60K	Sell	1,246 -124	-9%	-$6.18K	0.04%	217
2018 Q3	$69K	Hold	1,370	–	–	0.04%	221
2018 Q2	$68K	Hold	1,370	–	–	0.04%	214
2018 Q1	$64K	Buy	+1,370	New	+$64.2K	0.04%	201
2014 Q2	–	Sell	-1,404	Closed	-$58K	–	128
2014 Q1	$58K	Hold	1,404	–	–	0.05%	112
2013 Q4	$52K	Hold	1,404	–	–	0.04%	107
2013 Q3	$54K	Hold	1,404	–	–	0.04%	105
2013 Q2	$57K	Buy	+1,404	New	+$59.7K	0.06%	74

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

LifePlan Financial Group's ICF Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Select U.S. REIT ETF (ICF) stake by 0.44% in Q3 2020, buying an estimated $414 and bringing the position to 1,824 shares worth $93K. The position accounts for 0.04% of the portfolio, ranked #188.

LifePlan Financial Group first reported a position in ICF in Q2 2013 and has held it in 15 quarters since. The position peaked at $104K in Q4 2019. 293 funds tracked by Wall St. Rank hold ICF as of Q3 2020.

LifePlan Financial Group held 1,824 shares of iShares Select U.S. REIT ETF worth $93K as of Q3 2020.
LifePlan Financial Group bought 8 iShares Select U.S. REIT ETF shares in Q3 2020, an estimated $414.
iShares Select U.S. REIT ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #188 holding.
LifePlan Financial Group first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's iShares Select U.S. REIT ETF position peaked at $104K in Q4 2019.
293 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.