LifePlan Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.15M	Buy	30,965 +105	+0.3%	+$3.92K	0.49%	49
2020 Q2	$1.1M	Sell	30,860 -1,310	-4%	-$43.5K	0.5%	49
2020 Q1	$926K	Sell	32,170 -1,605	-5%	-$59.7K	0.5%	47
2019 Q4	$1.39M	Buy	33,775 +680	+2%	+$26.9K	0.62%	45
2019 Q3	$1.28M	Buy	33,095 +3,135	+10%	+$120K	0.6%	44
2019 Q2	$1.16M	Buy	29,960 +5,655	+23%	+$217K	0.56%	43
2019 Q1	$921K	Sell	24,305 -145	-0.6%	-$5.36K	0.49%	45
2018 Q4	$812K	Sell	24,450 -1,905	-7%	-$69.5K	0.51%	40
2018 Q3	$1.06M	Sell	26,355 -1,980	-7%	-$79.6K	0.57%	41
2018 Q2	$1.1M	Buy	28,335 +2,060	+8%	+$79.6K	0.62%	39
2018 Q1	$986K	Sell	26,275 -96,270	-79%	-$3.68M	0.58%	40
2017 Q4	$4.38M	Hold	122,545	–	–	2.79%	10
2017 Q3	$4.38M	Buy	122,545 +14,170	+13%	+$494K	2.79%	10
2017 Q2	$3.77M	Buy	108,375 +5,230	+5%	+$181K	2.58%	10
2017 Q1	$3.53M	Buy	103,145 +49,040	+91%	+$1.67M	2.45%	10
2016 Q4	$1.79M	Buy	54,105 +46,620	+623%	+$1.48M	1.26%	29
2016 Q3	$232K	Buy	+7,485	New	+$231K	0.16%	100
2014 Q2	–	Sell	-1,435	Closed	-$39K	–	130
2014 Q1	$39K	Sell	1,435 -50	-3%	-$1.34K	0.03%	123
2013 Q4	$40K	Buy	1,485 +1,450	+4,143%	+$37.4K	0.03%	114
2013 Q3	$1K	Hold	35	–	–	﹤0.01%	204
2013 Q2	$1K	Buy	+35	New	+$812	﹤0.01%	186

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.34% in Q3 2020, buying an estimated $3.92K and bringing the position to 30,965 shares worth $1.15M. The position accounts for 0.49% of the portfolio, ranked #49.

LifePlan Financial Group first reported a position in IJH in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.38M in Q4 2017. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

LifePlan Financial Group held 30,965 shares of iShares Core S&P Mid-Cap ETF worth $1.15M as of Q3 2020.
LifePlan Financial Group bought 105 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $3.92K.
iShares Core S&P Mid-Cap ETF made up 0.49% of LifePlan Financial Group's portfolio in Q3 2020, its #49 holding.
LifePlan Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 21 quarters since.
LifePlan Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $4.38M in Q4 2017.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

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