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

LifePlan Financial Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$2.92M Buy
41,571
+958
+2% +$68.7K 1.26% 23
2020
Q2 		$2.77M Buy
40,613
+33,504
+471% +$2.12M 1.26% 22
2020
Q1 		$399K Buy
7,109
+286
+4% +$21.3K 0.22% 80
2019
Q4 		$572K Sell
6,823
-6,849
-50% -$551K 0.25% 71
2019
Q3 		$1.06M Sell
13,672
-908
-6% -$70.3K 0.5% 46
2019
Q2 		$1.14M Sell
14,580
-7,451
-34% -$578K 0.55% 44
2019
Q1 		$1.7M Buy
22,031
+17,089
+346% +$1.31M 0.91% 35
2018
Q4 		$343K Buy
4,942
+1,047
+27% +$80.9K 0.21% 77
2018
Q3 		$340K Sell
3,895
-36
-0.9% -$3.15K 0.18% 90
2018
Q2 		$328K Hold
3,931
– – 0.18% 85
2018
Q1 		$303K Buy
3,931
+762
+24% +$59.3K 0.18% 92
2017
Q4 		$235K Hold
3,169
– – 0.15% 100
2017
Q3 		$235K Sell
3,169
-444
-12% -$31.1K 0.15% 100
2017
Q2 		$253K Hold
3,613
– – 0.17% 98
2017
Q1 		$250K Buy
+3,613
New +$249K 0.17% 97
2016
Q4 		– Sell
-3,324
Closed -$206K – 116
2016
Q3 		$206K Buy
+3,324
New +$203K 0.14% 107
2014
Q2 		– Sell
-2,782
Closed -$153K – 132
2014
Q1 		$153K Buy
2,782
+96
+4% +$5.19K 0.12% 73
2013
Q4 		$147K Hold
2,686
– – 0.1% 73
2013
Q3 		$134K Buy
2,686
+2,560
+2,032% +$124K 0.11% 60
2013
Q2 		$6K Buy
+126
New +$5.58K 0.01% 134

Other funds holding IJR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q3 2020, buying an estimated $68.7K and bringing the position to 41,571 shares worth $2.92M. The position accounts for 1.26% of the portfolio, ranked #23.

LifePlan Financial Group first reported a position in IJR in Q2 2013 and has held it in 20 quarters since. 1,454 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

  • LifePlan Financial Group held 41,571 shares of iShares Core S&P Small-Cap ETF worth $2.92M as of Q3 2020.
  • LifePlan Financial Group bought 958 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $68.7K.
  • iShares Core S&P Small-Cap ETF made up 1.26% of LifePlan Financial Group's portfolio in Q3 2020, its #23 holding.
  • LifePlan Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 20 quarters since.
  • 1,454 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

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