LifePlan Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$84K	Hold	1,684	–	–	0.04%	203
2020 Q2	$78K	Hold	1,684	–	–	0.04%	201
2020 Q1	$64K	Sell	1,684 -116	-6%	-$5.62K	0.03%	206
2019 Q4	$94K	Hold	1,800	–	–	0.04%	192
2019 Q3	$89K	Hold	1,800	–	–	0.04%	193
2019 Q2	$87K	Hold	1,800	–	–	0.04%	196
2019 Q1	$85K	Sell	1,800 -312	-15%	-$14.1K	0.05%	199
2018 Q4	$85K	Hold	2,112	–	–	0.05%	186
2018 Q3	$100K	Hold	2,112	–	–	0.05%	184
2018 Q2	$97K	Hold	2,112	–	–	0.05%	181
2018 Q1	$96K	Buy	+2,112	New	+$98.4K	0.06%	169

Other funds holding IMCB

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

LifePlan Financial Group held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2020 at 1,684 shares worth $84K. The position accounts for 0.04% of the portfolio, ranked #203.

LifePlan Financial Group first reported a position in IMCB in Q1 2018 and has held it in 11 quarters since. The position peaked at $100K in Q3 2018. 110 funds tracked by Wall St. Rank hold IMCB as of Q3 2020.

LifePlan Financial Group held 1,684 shares of iShares Morningstar Mid-Cap ETF worth $84K as of Q3 2020.
LifePlan Financial Group left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2020.
iShares Morningstar Mid-Cap ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #203 holding.
LifePlan Financial Group first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares Morningstar Mid-Cap ETF position peaked at $100K in Q3 2018.
110 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2020.

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