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

LifePlan Financial Group’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$4.18M Sell
47,414
-4,142
-8% -$370K 1.8% 15
2020
Q2 		$4.38M Sell
51,556
-72
-0.1% -$5.61K 2% 15
2020
Q1 		$3.56M Sell
51,628
-4,306
-8% -$380K 1.93% 14
2019
Q4 		$5.41M Buy
55,934
+494
+0.9% +$45.6K 2.41% 12
2019
Q3 		$4.95M Buy
55,440
+444
+0.8% +$40.1K 2.33% 12
2019
Q2 		$5.02M Buy
54,996
+1,386
+3% +$125K 2.42% 12
2019
Q1 		$4.78M Buy
53,610
+2,568
+5% +$227K 2.55% 10
2018
Q4 		$4.12M Sell
51,042
-952
-2% -$84.8K 2.57% 9
2018
Q3 		$5.25M Buy
51,994
+1,820
+4% +$183K 2.84% 6
2018
Q2 		$4.74M Buy
50,174
+2,160
+4% +$198K 2.65% 8
2018
Q1 		$4.17M Buy
48,014
+1,982
+4% +$173K 2.43% 11
2017
Q4 		$3.79M Hold
46,032
– – 2.41% 13
2017
Q3 		$3.79M Buy
46,032
+4,428
+11% +$345K 2.41% 13
2017
Q2 		$3.24M Buy
41,604
+216
+0.5% +$16.6K 2.22% 15
2017
Q1 		$3.17M Buy
41,388
+3,790
+10% +$287K 2.2% 12
2016
Q4 		$2.82M Sell
37,598
-2
-0% -$141 1.98% 11
2016
Q3 		$2.58M Buy
37,600
+2,806
+8% +$189K 1.77% 22
2016
Q2 		$2.23M Buy
34,794
+986
+3% +$62K 1.53% 26
2016
Q1 		$2.1M Buy
33,808
+1,602
+5% +$93.3K 1.49% 26
2015
Q4 		$2M Sell
32,206
-54
-0.2% -$3.42K 1.42% 26
2015
Q3 		$1.94M Sell
32,260
-12,530
-28% -$802K 1.41% 26
2015
Q2 		$2.93M Sell
44,790
-79,520
-64% -$5.19M 1.97% 17
2015
Q1 		$8.09M Buy
124,310
+44,654
+56% +$2.8M 5.38% 5
2014
Q4 		$4.88M Buy
79,656
+59,384
+293% +$3.48M 3.23% 11
2014
Q3 		$1.14M Sell
20,272
-48,630
-71% -$2.84M 0.97% 23
2014
Q2 		$4.16M Buy
68,902
+54,358
+374% +$3.15M 2.97% 11
2014
Q1 		$865K Buy
14,544
+212
+1% +$12.5K 0.69% 28
2013
Q4 		$850K Sell
14,332
-94
-0.7% -$5.35K 0.58% 27
2013
Q3 		$782K Sell
14,426
-30
-0.2% -$1.56K 0.64% 24
2013
Q2 		$700K Buy
+14,456
New +$688K 0.78% 21

Other funds holding IJT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 8% in Q3 2020, selling an estimated $370K and leaving 47,414 shares worth $4.18M. The position accounts for 1.8% of the portfolio, ranked #15.

LifePlan Financial Group first reported a position in IJT in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.09M in Q1 2015. 475 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

  • LifePlan Financial Group held 47,414 shares of iShares S&P Small-Cap 600 Growth ETF worth $4.18M as of Q3 2020.
  • LifePlan Financial Group sold 4,142 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2020, an estimated $370K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.8% of LifePlan Financial Group's portfolio in Q3 2020, its #15 holding.
  • LifePlan Financial Group first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's iShares S&P Small-Cap 600 Growth ETF position peaked at $8.09M in Q1 2015.
  • 475 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

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