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LifePlan Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

LifePlan Financial Group’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$5.18M Buy
84,704
+1,564
+2% +$98.3K 2.23% 12
2020
Q2 		$5M Sell
83,140
-316
-0.4% -$17.7K 2.28% 12
2020
Q1 		$4.17M Sell
83,456
-6,530
-7% -$453K 2.26% 11
2019
Q4 		$7.24M Buy
89,986
+1,644
+2% +$127K 3.22% 3
2019
Q3 		$6.63M Buy
88,342
+1,566
+2% +$115K 3.12% 5
2019
Q2 		$6.45M Buy
86,776
+5,188
+6% +$385K 3.11% 4
2019
Q1 		$6.02M Buy
81,588
+2,494
+3% +$184K 3.21% 3
2018
Q4 		$5.21M Buy
79,094
+290
+0.4% +$21.5K 3.25% 4
2018
Q3 		$6.58M Sell
78,804
-944
-1% -$79.8K 3.56% 2
2018
Q2 		$6.51M Sell
79,748
-1,278
-2% -$102K 3.64% 3
2018
Q1 		$6.11M Sell
81,026
-1,916
-2% -$147K 3.56% 4
2017
Q4 		$6.15M Hold
82,942
– – 3.92% 4
2017
Q3 		$6.15M Buy
82,942
+1,848
+2% +$129K 3.92% 4
2017
Q2 		$5.67M Buy
81,094
+162
+0.2% +$11.2K 3.88% 4
2017
Q1 		$5.61M Buy
80,932
+972
+1% +$67.7K 3.89% 4
2016
Q4 		$5.6M Sell
79,960
-2,200
-3% -$144K 3.94% 3
2016
Q3 		$5.13M Buy
82,160
+2,112
+3% +$130K 3.52% 3
2016
Q2 		$4.68M Buy
80,048
+2,200
+3% +$126K 3.21% 8
2016
Q1 		$4.41M Buy
77,848
+2,054
+3% +$107K 3.13% 9
2015
Q4 		$4.1M Buy
75,794
+2,080
+3% +$115K 2.91% 15
2015
Q3 		$3.86M Sell
73,714
-1,312
-2% -$72.9K 2.81% 15
2015
Q2 		$4.42M Sell
75,026
-73,362
-49% -$4.36M 2.96% 11
2015
Q1 		$8.82M Sell
148,388
-27,326
-16% -$1.59M 5.86% 4
2014
Q4 		$10.4M Buy
175,714
+126,802
+259% +$7.16M 6.87% 4
2014
Q3 		$2.62M Sell
48,912
-120,598
-71% -$6.79M 2.22% 15
2014
Q2 		$9.78M Buy
169,510
+127,982
+308% +$7.16M 6.97% 4
2014
Q1 		$2.36M Buy
41,528
+5,154
+14% +$285K 1.87% 17
2013
Q4 		$2.02M Buy
36,374
+1,158
+3% +$61.8K 1.38% 19
2013
Q3 		$1.8M Buy
35,216
+18,142
+106% +$902K 1.46% 15
2013
Q2 		$798K Buy
+17,074
New +$783K 0.89% 15

Other funds holding IJS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.9% in Q3 2020, buying an estimated $98.3K and bringing the position to 84,704 shares worth $5.18M. The position accounts for 2.23% of the portfolio, ranked #12.

LifePlan Financial Group first reported a position in IJS in Q2 2013 and has held it in 30 quarters since. The position peaked at $10.4M in Q4 2014. 477 funds tracked by Wall St. Rank hold IJS as of Q3 2020.

  • LifePlan Financial Group held 84,704 shares of iShares S&P Small-Cap 600 Value ETF worth $5.18M as of Q3 2020.
  • LifePlan Financial Group bought 1,564 iShares S&P Small-Cap 600 Value ETF shares in Q3 2020, an estimated $98.3K.
  • iShares S&P Small-Cap 600 Value ETF made up 2.23% of LifePlan Financial Group's portfolio in Q3 2020, its #12 holding.
  • LifePlan Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $10.4M in Q4 2014.
  • 477 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2020.

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